Ad is loading...
OIEIX vs VVIAX
OIEIX vs VVIAX Comparison
Open Charts OIEIX vs VVIAX
JPMorgan Equity Income A
Price$23.33
Change-$0.58 (-2.43%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OIEIX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIEIX vs. VVIAX commentary
Dec 19, 2024
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 Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OIEIX (45.1B). VVIAX pays higher dividends than OIEIX: VVIAX (2.36) vs OIEIX (1.71). OIEIX was incepted earlier than VVIAX: OIEIX (33 years) vs VVIAX (24 years). VVIAX is a more actively managed with annual turnover of: 10.00 vs. OIEIX (8.00). 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 : 12.71 vs. OIEIX (5.46). VVIAX return over 5 years is better than : 40.22 vs. OIEIX (30.86).
| OIEIX | VVIAX | OIEIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 5.225 | 13.115 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 195B | 23% |
| Annual Yield % from dividends | 1.71 | 2.36 | 73% |
| Returns for 1 year | 5.46 | 12.71 | 43% |
| Returns for 3 years | 6.27 | 17.45 | 36% |
| Returns for 5 years | 30.86 | 40.22 | 77% |
| Returns for 10 years | 86.34 | 99.66 | 87% |
View a ticker or compare two or three
VS
VS
Ad is loading...