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OEICX vs VTSMX
OEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMX
JPMorgan Equity Index C
Price$97.95
Change-$0.49 (-0.50%)
VolumeN/A
Net Assets12.28B
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
OEICX vs VTSMX Comparison Chart in %
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OEICX vs. VTSMX commentary
Sep 26, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. OEICX (12.3B). VTSMX pays higher dividends than OEICX: VTSMX (1.07) vs OEICX (0.24). 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 (16.31) and VTSMX (16.04) have marching annual gain over last year. OEICX return over 5 years is better than : 101.80 vs. VTSMX (96.39).
| 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 | 13.075 | 12.863 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 1.95T | 1% |
| Annual Yield % from dividends | 0.24 | 1.07 | 22% |
| Returns for 1 year | 16.31 | 16.04 | 102% |
| Returns for 3 years | 83.23 | 79.91 | 104% |
| Returns for 5 years | 101.80 | 96.39 | 106% |
| Returns for 10 years | 179.76 | 249.73 | 72% |
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