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OIEFX vs VVIAX
OIEFX vs VVIAX Comparison
Open Charts OIEFX vs VVIAX
JPMorgan Equity Income R2
Price$25.98
Change-$0.09 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
OIEFX vs VVIAX Comparison Chart
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OIEFX vs. VVIAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OIEFX (47B). 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 : 25.54 vs. OIEFX (24.13). VVIAX return over 5 years is better than : 50.78 vs. OIEFX (47.86).
| 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 | 17.363 | 17.922 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47B | 184B | 26% |
| Annual Yield % from dividends | 1.49 | 2.36 | 63% |
| Returns for 1 year | 24.13 | 25.54 | 94% |
| Returns for 3 years | 13.99 | 21.55 | 65% |
| Returns for 5 years | 47.86 | 50.78 | 94% |
| Returns for 10 years | 104.31 | 110.49 | 94% |