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OIEIX vs VVIAX
OIEIX vs VVIAX Comparison
Open Charts OIEIX vs VVIAX
JPMorgan Equity Income A
Price$22.91
Change+$0.29 (+1.28%)
VolumeN/A
Net Assets41.13B
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
OIEIX vs VVIAX Comparison Chart
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OIEIX vs. VVIAX commentary
Apr 25, 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: 191B vs. OIEIX (41.1B). VVIAX pays higher dividends than OIEIX: VVIAX (2.26) vs OIEIX (1.55). OIEIX was incepted earlier than VVIAX: OIEIX (33 years) vs VVIAX (24 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 (10.00). 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 : 3.38 vs. OIEIX (-2.27). VVIAX return over 5 years is better than : 69.91 vs. OIEIX (56.07).
| 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 | 24 years | - |
| Gain YTD | -2.990 | -3.426 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1B | 191B | 22% |
| Annual Yield % from dividends | 1.55 | 2.26 | 69% |
| Returns for 1 year | -2.27 | 3.38 | -67% |
| Returns for 3 years | 2.83 | 12.73 | 22% |
| Returns for 5 years | 56.07 | 69.91 | 80% |
| Returns for 10 years | 82.29 | 92.47 | 89% |
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