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OIEJX vs VVIAX
OIEJX vs VVIAX Comparison
Open Charts OIEJX vs VVIAX
JPMorgan Equity Income R6
Price$24.79
Change+$0.16 (+0.65%)
VolumeN/A
Net Assets45.48B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
OIEJX vs VVIAX Comparison Chart
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OIEJX vs. VVIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OIEJX (45.5B). 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 : 18.18 vs. OIEJX (12.10). VVIAX return over 5 years is better than : 44.18 vs. OIEJX (36.64).
| 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 | 3.551 | 3.195 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.5B | 184B | 25% |
| Annual Yield % from dividends | 2.12 | 2.36 | 90% |
| Returns for 1 year | 12.10 | 18.18 | 67% |
| Returns for 3 years | 8.72 | 18.46 | 47% |
| Returns for 5 years | 36.64 | 44.18 | 83% |
| Returns for 10 years | 105.33 | 111.13 | 95% |