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OIEJX vs VVIAX
OIEJX vs VVIAX Comparison
Open Charts OIEJX vs VVIAX
JPMorgan Equity Income R6
Price$23.85
Change+$0.12 (+0.51%)
VolumeN/A
Net Assets42.07B
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
OIEJX vs VVIAX Comparison Chart
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OIEJX vs. VVIAX commentary
May 09, 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: 184B vs. OIEJX (42.1B). VVIAX pays higher dividends than OIEJX: VVIAX (2.34) vs OIEJX (2.08). 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 : 5.12 vs. OIEJX (0.58). VVIAX return over 5 years is better than : 72.19 vs. OIEJX (61.12).
| 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 | -0.228 | -0.957 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.1B | 184B | 23% |
| Annual Yield % from dividends | 2.08 | 2.34 | 89% |
| Returns for 1 year | 0.58 | 5.12 | 11% |
| Returns for 3 years | 8.86 | 20.66 | 43% |
| Returns for 5 years | 61.12 | 72.19 | 85% |
| Returns for 10 years | 93.98 | 96.21 | 98% |
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