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OEICX vs VTSMX
OEICX vs VTSMX Comparison
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OEICX vs VTSMX Comparison Chart in %
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OEICX vs. VTSMX commentary
Aug 23, 2026
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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.29T vs. OEICX (14.6B). VTSMX pays higher dividends than OEICX: VTSMX (0.99) vs OEICX (0.11). OEICX was incepted earlier than VTSMX: OEICX (29 years) vs VTSMX (34 years). OEICX (1.12) is less costly to investors than VTSMX (0.06). OEICX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than OEICX: VTSMX (0) vs OEICX (1000). VTSMX (21.03) and OEICX (20.43) have marching annual gain over last year. OEICX return over 5 years is better than : 72.41 vs. VTSMX (66.56).
| OEICX | VTSMX | OEICX / VTSMX | |
| Total Expense Ratio | 1.12 | 0.06 | 1,867% |
| Annual Report Gross Expense Ratio | 1.12 | 0.06 | 1,867% |
| Fund Existence | 29 years | 34 years | - |
| Gain YTD | 12.185 | 12.869 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 2.29T | 1% |
| Annual Yield % from dividends | 0.11 | 0.99 | 11% |
| Returns for 1 year | 20.43 | 21.03 | 97% |
| Returns for 3 years | 76.09 | 74.28 | 102% |
| Returns for 5 years | 72.41 | 66.56 | 109% |
| Returns for 10 years | 227.75 | 249.18 | 91% |
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