OEICX
Price
$96.42
Change
+$0.81 (+0.85%)
Updated
Sep 4 closing price
Net Assets
11.95B
VTSMX
Price
$155.81
Change
+$1.37 (+0.89%)
Updated
Sep 4 closing price
Net Assets
1.91T
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OEICX vs VTSMX

Header iconOEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMXBanner chart's image
JPMorgan Equity Index C
Price$96.42
Change+$0.81 (+0.85%)
VolumeN/A
Net Assets11.95B
Vanguard Total Stock Mkt Idx I
Price$155.81
Change+$1.37 (+0.89%)
VolumeN/A
Net Assets1.91T
OEICX vs VTSMX Comparison Chart in %
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OEICX vs. VTSMX commentary
Sep 05, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OEICX (11.9B). 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 (17.13) and VTSMX (16.84) have marching annual gain over last year. OEICX return over 5 years is better than : 88.71 vs. VTSMX (83.68).
OEICXVTSMXOEICX / VTSMX
Total Expense Ratio1.130.14807%
Annual Report Gross Expense Ratio1.130.14807%
Fund Existence28 years33 years-
Gain YTD9.8249.578103%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B1.91T1%
Annual Yield % from dividends0.241.0722%
Returns for 1 year17.1316.84102%
Returns for 3 years65.7761.78106%
Returns for 5 years88.7183.68106%
Returns for 10 years165.73229.9072%
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