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OIEJX vs VVIAX
OIEJX vs VVIAX Comparison
Open Charts OIEJX vs VVIAX
JPMorgan Equity Income R6
Price$24.34
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets42.95B
Vanguard Value Index Adm
Price$66.85
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
OIEJX vs VVIAX Comparison Chart
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OIEJX vs. VVIAX commentary
Jun 06, 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 OIEJX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OIEJX (43B). VVIAX pays higher dividends than OIEJX: VVIAX (2.28) vs OIEJX (1.95). OIEJX was incepted earlier than VVIAX: OIEJX (13 years) vs VVIAX (25 years). OIEJX (0.45) is less costly to investors than VVIAX (0.05). OIEJX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than OIEJX: VVIAX (3000) vs OIEJX (15000000). VVIAX annual gain was more profitable for investors over the last year : 6.91 vs. OIEJX (3.21). VVIAX return over 5 years is better than : 59.00 vs. OIEJX (50.16).
| OIEJX | VVIAX | OIEJX / VVIAX | |
| Total Expense Ratio | 0.45 | 0.05 | 900% |
| Annual Report Gross Expense Ratio | 0.45 | 0.05 | 900% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 2.722 | 1.452 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43B | 189B | 23% |
| Annual Yield % from dividends | 1.95 | 2.28 | 86% |
| Returns for 1 year | 3.21 | 6.91 | 46% |
| Returns for 3 years | 11.45 | 20.08 | 57% |
| Returns for 5 years | 50.16 | 59.00 | 85% |
| Returns for 10 years | 103.54 | 103.66 | 100% |
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