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OIEJX vs VVIAX
OIEJX vs VVIAX Comparison
Open Charts OIEJX vs VVIAX
JPMorgan Equity Income R6
Price$25.81
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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OIEJX vs VVIAX Comparison Chart
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OIEJX vs. VVIAX commentary
Sep 21, 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 OIEJX is a StrongSell and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. OIEJX (46.4B). VVIAX pays higher dividends than OIEJX: VVIAX (2.36) vs OIEJX (2.12). OIEJX was incepted earlier than VVIAX: OIEJX (13 years) vs VVIAX (24 years). VVIAX is a more actively managed with annual turnover of: 10.00 vs. OIEJX (8.00). 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 : 20.40 vs. OIEJX (18.09). VVIAX return over 5 years is better than : 54.20 vs. OIEJX (51.08).
| OIEJX | VVIAX | OIEJX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 13.103 | 15.359 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.4B | 183B | 25% |
| Annual Yield % from dividends | 2.12 | 2.36 | 90% |
| Returns for 1 year | 18.09 | 20.40 | 89% |
| Returns for 3 years | 17.74 | 25.00 | 71% |
| Returns for 5 years | 51.08 | 54.20 | 94% |
| Returns for 10 years | 112.84 | 109.21 | 103% |