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OIEFX vs VVIAX
OIEFX vs VVIAX Comparison
Open Charts OIEFX vs VVIAX
JPMorgan Equity Income R2
Price$22.27
Change+$0.25 (+1.14%)
VolumeN/A
Net Assets40.44B
Vanguard Value Index Adm
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
OIEFX vs VVIAX Comparison Chart
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OIEFX vs. VVIAX commentary
Apr 12, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. OIEFX (40.4B). VVIAX pays higher dividends than OIEFX: VVIAX (2.26) vs OIEFX (1.32). OIEFX was incepted earlier than VVIAX: OIEFX (14 years) vs VVIAX (24 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 (10.00). 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 : 0.71 vs. OIEFX (-3.94). VVIAX return over 5 years is better than : 64.28 vs. OIEFX (49.48).
| 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 | 24 years | - |
| Gain YTD | -5.051 | -5.728 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 191B | 21% |
| Annual Yield % from dividends | 1.32 | 2.26 | 58% |
| Returns for 1 year | -3.94 | 0.71 | -558% |
| Returns for 3 years | -1.65 | 8.12 | -20% |
| Returns for 5 years | 49.48 | 64.28 | 77% |
| Returns for 10 years | 74.67 | 88.62 | 84% |
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