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OEICX vs VTSMX
OEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMX
JPMorgan Equity Index C
Price$88.83
Change+$0.87 (+0.99%)
VolumeN/A
Net Assets10.97B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
OEICX vs VTSMX Comparison Chart
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OEICX vs. VTSMX commentary
Jan 19, 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: 1.78T vs. OEICX (11B). VTSMX pays higher dividends than OEICX: VTSMX (1.26) vs OEICX (0.46). OEICX was incepted earlier than VTSMX: OEICX (27 years) vs VTSMX (33 years). OEICX is a more actively managed with annual turnover of: 15.00 vs. VTSMX (2.00). OEICX has a lower initial minimum investment than VTSMX: OEICX (1000) vs VTSMX (3000). OEICX (25.83) and VTSMX (25.24) have marching annual gain over last year. OEICX return over 5 years is better than : 81.40 vs. VTSMX (76.07).
| OEICX | VTSMX | OEICX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 1.951 | 2.241 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 1.78T | 1% |
| Annual Yield % from dividends | 0.46 | 1.26 | 37% |
| Returns for 1 year | 25.83 | 25.24 | 102% |
| Returns for 3 years | 32.18 | 28.94 | 111% |
| Returns for 5 years | 81.40 | 76.07 | 107% |
| Returns for 10 years | 134.85 | 194.99 | 69% |
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