Interact to see
Advertisement
Advertisement
OIEIX vs VVIAX
OIEIX vs VVIAX Comparison
Open Charts OIEIX vs VVIAX
JPMorgan Equity Income A
Price$23.59
Change-$0.48 (-1.99%)
VolumeN/A
Net Assets43.52B
Vanguard Value Index Adm
Price$66.28
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
OIEIX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIEIX vs. VVIAX commentary
May 22, 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: 184B vs. OIEIX (43.5B). VVIAX pays higher dividends than OIEIX: VVIAX (2.34) vs OIEIX (1.63). 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 : 6.25 vs. OIEIX (1.82). VVIAX return over 5 years is better than : 78.45 vs. OIEIX (64.04).
| 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 | 3.341 | 2.239 | 149% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 184B | 24% |
| Annual Yield % from dividends | 1.63 | 2.34 | 70% |
| Returns for 1 year | 1.82 | 6.25 | 29% |
| Returns for 3 years | 16.19 | 26.44 | 61% |
| Returns for 5 years | 64.04 | 78.45 | 82% |
| Returns for 10 years | 92.68 | 100.97 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement