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OIEFX vs VVIAX
OIEFX vs VVIAX Comparison
Open Charts OIEFX vs VVIAX
JPMorgan Equity Income R2
Price$24.22
Change+$0.20 (+0.83%)
VolumeN/A
Net Assets43.24B
Vanguard Value Index Adm
Price$68.62
Change+$0.50 (+0.73%)
VolumeN/A
Net Assets188.77B
OIEFX vs VVIAX Comparison Chart in %
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OIEFX vs. VVIAX commentary
Jun 26, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OIEFX (43.2B). VVIAX pays higher dividends than OIEFX: VVIAX (2.28) vs OIEFX (1.27). OIEFX was incepted earlier than VVIAX: OIEFX (14 years) vs VVIAX (25 years). OIEFX (1.21) is less costly to investors than VVIAX (0.05). OIEFX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). 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 : 7.29 vs. OIEFX (2.98). VVIAX return over 5 years is better than : 76.78 vs. OIEFX (58.17).
| OIEFX | VVIAX | OIEFX / VVIAX | |
| Total Expense Ratio | 1.21 | 0.05 | 2,420% |
| Annual Report Gross Expense Ratio | 1.21 | 0.05 | 2,420% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 3.779 | 3.178 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.2B | 189B | 23% |
| Annual Yield % from dividends | 1.27 | 2.28 | 56% |
| Returns for 1 year | 2.98 | 7.29 | 41% |
| Returns for 3 years | 16.28 | 30.84 | 53% |
| Returns for 5 years | 58.17 | 76.78 | 76% |
| Returns for 10 years | 91.87 | 106.06 | 87% |
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