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OIEJX vs VVIAX
OIEJX vs VVIAX Comparison
Open Charts OIEJX vs VVIAX
JPMorgan Equity Income R6
Price$24.45
Change-$0.15 (-0.61%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.61
Change-$0.41 (-0.60%)
VolumeN/A
CapitalizationN/A
OIEJX vs VVIAX Comparison Chart
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OIEJX vs. VVIAX commentary
Dec 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 Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OIEJX (45.3B). 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 : 16.45 vs. OIEJX (9.47). VVIAX return over 5 years is better than : 44.62 vs. OIEJX (37.81).
| 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 | 8.471 | 16.051 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.3B | 195B | 23% |
| Annual Yield % from dividends | 2.12 | 2.36 | 90% |
| Returns for 1 year | 9.47 | 16.45 | 58% |
| Returns for 3 years | 10.21 | 20.49 | 50% |
| Returns for 5 years | 37.81 | 44.62 | 85% |
| Returns for 10 years | 98.70 | 104.84 | 94% |
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