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OIEJX vs VVIAX
OIEJX vs VVIAX Comparison
Open Charts OIEJX vs VVIAX
JPMorgan Equity Income R6
Price$25.08
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets43.55B
Vanguard Value Index Adm
Price$68.94
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
OIEJX vs VVIAX Comparison Chart in %
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OIEJX vs. VVIAX commentary
Jun 28, 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 (43.6B). 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 : 10.21 vs. OIEJX (7.07). VVIAX return over 5 years is better than : 82.29 vs. OIEJX (69.83).
| 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 | 5.809 | 4.057 | 143% |
| 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 | 189B | 23% |
| Annual Yield % from dividends | 1.95 | 2.28 | 86% |
| Returns for 1 year | 7.07 | 10.21 | 69% |
| Returns for 3 years | 21.82 | 32.82 | 66% |
| Returns for 5 years | 69.83 | 82.29 | 85% |
| Returns for 10 years | 111.31 | 111.71 | 100% |
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