Ad is loading...
OEICX vs VTSMX
OEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMX
JPMorgan Equity Index C
Price$83.89
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets10.74B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
OEICX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEICX vs. VTSMX commentary
May 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OEICX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. OEICX (10.7B). VTSMX pays higher dividends than OEICX: VTSMX (1.26) vs OEICX (0.28). OEICX was incepted earlier than VTSMX: OEICX (28 years) vs VTSMX (33 years). OEICX (1.13) is less costly to investors than VTSMX (0.14). OEICX is a more actively managed with annual turnover of: 5.00 vs. VTSMX (2.00). OEICX has a lower initial minimum investment than VTSMX: OEICX (1000) vs VTSMX (3000). OEICX annual gain was more profitable for investors over the last year : 8.88 vs. VTSMX (7.95). OEICX return over 5 years is better than : 94.05 vs. VTSMX (89.18).
| OEICX | VTSMX | OEICX / VTSMX | |
| Total Expense Ratio | 1.13 | 0.14 | 807% |
| Annual Report Gross Expense Ratio | 1.13 | 0.14 | 807% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | -3.700 | -4.022 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 1.72T | 1% |
| Annual Yield % from dividends | 0.28 | 1.26 | 22% |
| Returns for 1 year | 8.88 | 7.95 | 112% |
| Returns for 3 years | 42.71 | 40.07 | 107% |
| Returns for 5 years | 94.05 | 89.18 | 105% |
| Returns for 10 years | 113.52 | 165.24 | 69% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JOEIX | 12.50 | 0.07 | +0.56% |
| JOHCM Emerging Markets Opps Advisor | |||
| FEIFX | 30.85 | 0.04 | +0.13% |
| Franklin Equity Income Adv | |||
| RLBBX | 34.03 | -0.03 | -0.09% |
| American Funds American Balanced R2 | |||
| BRWVX | 23.51 | -0.04 | -0.17% |
| MFS Blended Research Growth Eq R6 | |||
| VECRX | 20.60 | -0.05 | -0.24% |
| Virtus KAR Equity Income R6 | |||