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OEQAX vs VEMRX
OEQAX vs VEMRX Comparison
Open Charts OEQAX vs VEMRX
Oaktree Emerging Markets Equity A
Price$7.65
Change-$0.19 (-2.42%)
VolumeN/A
Net Assets237.58M
Vanguard Emerging Mkts Stock Idx InsPlus
Price$93.61
Change-$1.79 (-1.88%)
VolumeN/A
Net Assets110.13B
OEQAX vs VEMRX Comparison Chart
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OEQAX vs. VEMRX commentary
Apr 04, 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 OEQAX is a Buy and VEMRX is a Hold.
FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 110B vs. OEQAX (238M). VEMRX pays higher dividends than OEQAX: VEMRX (3.14) vs OEQAX (2.15). OEQAX was incepted earlier than VEMRX: OEQAX (3 years) vs VEMRX (14 years). OEQAX (1.45) is less costly to investors than VEMRX (0.07). OEQAX is a more actively managed with annual turnover of: 46.00 vs. VEMRX (8.00). OEQAX has a lower initial minimum investment than VEMRX: OEQAX (1000) vs VEMRX (100000000). VEMRX annual gain was more profitable for investors over the last year : 9.80 vs. OEQAX (5.23).
| OEQAX | VEMRX | OEQAX / VEMRX | |
| Total Expense Ratio | 1.21 | 0.07 | 1,729% |
| Annual Report Gross Expense Ratio | 1.45 | 0.07 | 2,071% |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | 8.437 | 2.652 | 318% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 110B | 0% |
| Annual Yield % from dividends | 2.15 | 3.14 | 68% |
| Returns for 1 year | 5.23 | 9.80 | 53% |
| Returns for 3 years | N/A | 2.54 | - |
| Returns for 5 years | N/A | 52.28 | - |
| Returns for 10 years | -36.82 | 27.83 | -132% |
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