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OIEJX vs VVIAX
OIEJX vs VVIAX Comparison
Open Charts OIEJX vs VVIAX
JPMorgan Equity Income R6
Price$26.69
Change-$0.08 (-0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
OIEJX vs VVIAX Comparison Chart
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OIEJX vs. VVIAX commentary
Nov 18, 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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OIEJX (47B). 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 (25.54) and OIEJX (25.11) have marching annual gain over last year. OIEJX (52.74) and VVIAX (50.78) have equivalent 5 years return.
| 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 | 18.164 | 17.922 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47B | 184B | 26% |
| Annual Yield % from dividends | 2.12 | 2.36 | 90% |
| Returns for 1 year | 25.11 | 25.54 | 98% |
| Returns for 3 years | 15.89 | 21.55 | 74% |
| Returns for 5 years | 52.74 | 50.78 | 104% |
| Returns for 10 years | 116.69 | 110.49 | 106% |