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OIEJX vs VVIAX
OIEJX vs VVIAX Comparison
Open Charts OIEJX vs VVIAX
JPMorgan Equity Income R6
Price$22.92
Change+$0.26 (+1.15%)
VolumeN/A
Net Assets40.44B
Vanguard Value Index Adm
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
OIEJX vs VVIAX Comparison Chart
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OIEJX vs. VVIAX commentary
Apr 12, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. OIEJX (40.4B). VVIAX pays higher dividends than OIEJX: VVIAX (2.26) vs OIEJX (1.99). OIEJX was incepted earlier than VVIAX: OIEJX (13 years) vs VVIAX (24 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 (10.00). 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 : 0.71 vs. OIEJX (-3.05). VVIAX return over 5 years is better than : 64.28 vs. OIEJX (54.65).
| 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 | 24 years | - |
| Gain YTD | -4.866 | -5.728 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 191B | 21% |
| Annual Yield % from dividends | 1.99 | 2.26 | 88% |
| Returns for 1 year | -3.05 | 0.71 | -432% |
| Returns for 3 years | 0.30 | 8.12 | 4% |
| Returns for 5 years | 54.65 | 64.28 | 85% |
| Returns for 10 years | 85.87 | 88.62 | 97% |
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