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OIEFX vs VVIAX
OIEFX vs VVIAX Comparison
Open Charts OIEFX vs VVIAX
JPMorgan Equity Income R2
Price$24.09
Change+$0.16 (+0.67%)
VolumeN/A
Net Assets45.48B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
OIEFX vs VVIAX Comparison Chart
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OIEFX vs. VVIAX commentary
Jan 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 OIEFX is a Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OIEFX (45.5B). VVIAX pays higher dividends than OIEFX: VVIAX (2.36) vs OIEFX (1.49). OIEFX was incepted earlier than VVIAX: OIEFX (14 years) vs VVIAX (24 years). VVIAX is a more actively managed with annual turnover of: 10.00 vs. OIEFX (8.00). OIEFX has a lower initial minimum investment than VVIAX: OIEFX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 18.18 vs. OIEFX (11.03). VVIAX return over 5 years is better than : 44.18 vs. OIEFX (32.15).
| OIEFX | VVIAX | OIEFX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.524 | 3.195 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.5B | 184B | 25% |
| Annual Yield % from dividends | 1.49 | 2.36 | 63% |
| Returns for 1 year | 11.03 | 18.18 | 61% |
| Returns for 3 years | 6.78 | 18.46 | 37% |
| Returns for 5 years | 32.15 | 44.18 | 73% |
| Returns for 10 years | 93.34 | 111.13 | 84% |