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OIEFX vs VVIAX
OIEFX vs VVIAX Comparison
Open Charts OIEFX vs VVIAX
JPMorgan Equity Income R2
Price$23.18
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets42.07B
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
OIEFX vs VVIAX Comparison Chart
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OIEFX vs. VVIAX commentary
May 09, 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: 184B vs. OIEFX (42.1B). VVIAX pays higher dividends than OIEFX: VVIAX (2.34) vs OIEFX (1.39). 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 : 5.12 vs. OIEFX (-0.76). VVIAX return over 5 years is better than : 72.19 vs. OIEFX (55.14).
| 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 | -0.910 | -0.957 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.1B | 184B | 23% |
| Annual Yield % from dividends | 1.39 | 2.34 | 59% |
| Returns for 1 year | -0.76 | 5.12 | -15% |
| Returns for 3 years | 6.17 | 20.66 | 30% |
| Returns for 5 years | 55.14 | 72.19 | 76% |
| Returns for 10 years | 81.52 | 96.21 | 85% |
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