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OIEIX vs VVIAX
OIEIX vs VVIAX Comparison
Open Charts OIEIX vs VVIAX
JPMorgan Equity Income A
Price$24.22
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets43.32B
Vanguard Value Index Adm
Price$68.18
Change+$0.40 (+0.59%)
VolumeN/A
Net Assets188.77B
OIEIX vs VVIAX Comparison Chart
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OIEIX vs. VVIAX commentary
Jun 13, 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 OIEIX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OIEIX (43.3B). VVIAX pays higher dividends than OIEIX: VVIAX (2.28) vs OIEIX (1.51). OIEIX was incepted earlier than VVIAX: OIEIX (33 years) vs VVIAX (25 years). OIEIX (0.95) is less costly to investors than VVIAX (0.05). OIEIX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). OIEIX has a lower initial minimum investment than VVIAX: OIEIX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.53 vs. OIEIX (4.28). VVIAX return over 5 years is better than : 72.94 vs. OIEIX (58.99).
| OIEIX | VVIAX | OIEIX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 3.735 | 2.663 | 140% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3B | 189B | 23% |
| Annual Yield % from dividends | 1.51 | 2.28 | 66% |
| Returns for 1 year | 4.28 | 8.53 | 50% |
| Returns for 3 years | 19.40 | 31.54 | 62% |
| Returns for 5 years | 58.99 | 72.94 | 81% |
| Returns for 10 years | 96.75 | 105.16 | 92% |
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