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OIEJX vs VVIAX
OIEJX vs VVIAX Comparison
Open Charts OIEJX vs VVIAX
JPMorgan Equity Income R6
Price$25.66
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets43.61B
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
OIEJX vs VVIAX Comparison Chart in %
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OIEJX vs. VVIAX commentary
Aug 16, 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: 196B vs. OIEJX (43.6B). VVIAX pays higher dividends than OIEJX: VVIAX (2.18) vs OIEJX (1.88). OIEJX was incepted earlier than VVIAX: OIEJX (14 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 : 8.04 vs. OIEJX (5.16). VVIAX return over 5 years is better than : 68.75 vs. OIEJX (56.34).
| OIEJX | VVIAX | OIEJX / VVIAX | |
| Total Expense Ratio | 0.45 | 0.05 | 900% |
| Annual Report Gross Expense Ratio | 0.45 | 0.05 | 900% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 8.698 | 6.653 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6B | 196B | 22% |
| Annual Yield % from dividends | 1.88 | 2.18 | 86% |
| Returns for 1 year | 5.16 | 8.04 | 64% |
| Returns for 3 years | 15.23 | 26.09 | 58% |
| Returns for 5 years | 56.34 | 68.75 | 82% |
| Returns for 10 years | 114.02 | 114.88 | 99% |
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