Interact to see
Advertisement
Advertisement
OEICX vs VTSMX
OEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMX
OEICX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OEICX vs. VTSMX commentary
Jun 24, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.31T vs. OEICX (13.8B). VTSMX pays higher dividends than OEICX: VTSMX (0.93) vs OEICX (0.14). 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 (26.19) and OEICX (25.68) have marching annual gain over last year. OEICX return over 5 years is better than : 76.54 vs. VTSMX (68.72).
| 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 | 9.655 | 10.391 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 2.31T | 1% |
| Annual Yield % from dividends | 0.14 | 0.93 | 15% |
| Returns for 1 year | 25.68 | 26.19 | 98% |
| Returns for 3 years | 73.80 | 72.57 | 102% |
| Returns for 5 years | 76.54 | 68.72 | 111% |
| Returns for 10 years | 244.39 | 268.89 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement