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OEICX vs VTSMX
OEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMX
JPMorgan Equity Index C
Price$98.78
Change+$0.51 (+0.52%)
VolumeN/A
Net Assets12.29B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
OEICX vs VTSMX Comparison Chart in %
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OEICX vs. VTSMX commentary
Oct 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: 2.02T vs. OEICX (12.3B). VTSMX pays higher dividends than OEICX: VTSMX (1.04) vs OEICX (0.21). OEICX was incepted earlier than VTSMX: OEICX (28 years) vs VTSMX (34 years). OEICX (1.13) is less costly to investors than VTSMX (0.14). OEICX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). OEICX has a lower initial minimum investment than VTSMX: OEICX (1000) vs VTSMX (3000). OEICX (14.37) and VTSMX (13.79) have marching annual gain over last year. OEICX return over 5 years is better than : 91.75 vs. VTSMX (84.86).
| 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 | 34 years | - |
| Gain YTD | 13.519 | 13.012 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 2.02T | 1% |
| Annual Yield % from dividends | 0.21 | 1.04 | 20% |
| Returns for 1 year | 14.37 | 13.79 | 104% |
| Returns for 3 years | 80.98 | 76.02 | 107% |
| Returns for 5 years | 91.75 | 84.86 | 108% |
| Returns for 10 years | 160.27 | 225.10 | 71% |
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