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OEICX vs VTSMX
OEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMX
OEICX vs VTSMX Comparison Chart in %
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OEICX vs. VTSMX commentary
Jul 14, 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: 2.3T vs. OEICX (14B). 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 (21.46) and OEICX (21.00) have marching annual gain over last year. OEICX return over 5 years is better than : 72.87 vs. VTSMX (66.43).
| 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 | 10.743 | 11.201 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 2.3T | 1% |
| Annual Yield % from dividends | 0.11 | 0.99 | 11% |
| Returns for 1 year | 21.00 | 21.46 | 98% |
| Returns for 3 years | 69.37 | 66.96 | 104% |
| Returns for 5 years | 72.87 | 66.43 | 110% |
| Returns for 10 years | 227.65 | 249.71 | 91% |
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