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OIEFX vs VVIAX
OIEFX vs VVIAX Comparison
Open Charts OIEFX vs VVIAX
JPMorgan Equity Income R2
Price$23.18
Change-$0.58 (-2.44%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OIEFX vs VVIAX Comparison Chart
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OIEFX vs. VVIAX commentary
Dec 19, 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 Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OIEFX (45.1B). 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 : 16.45 vs. OIEFX (8.44). VVIAX return over 5 years is better than : 44.62 vs. OIEFX (33.29).
| 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 | 7.499 | 16.051 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 195B | 23% |
| Annual Yield % from dividends | 1.49 | 2.36 | 63% |
| Returns for 1 year | 8.44 | 16.45 | 51% |
| Returns for 3 years | 8.28 | 20.49 | 40% |
| Returns for 5 years | 33.29 | 44.62 | 75% |
| Returns for 10 years | 87.17 | 104.84 | 83% |
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