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OIEPX vs VVIAX
OIEPX vs VVIAX Comparison
Open Charts OIEPX vs VVIAX
JPMorgan Equity Income R3
Price$23.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.25B
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
OIEPX vs VVIAX Comparison Chart
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OIEPX vs. VVIAX commentary
May 11, 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 OIEPX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OIEPX (42.3B). VVIAX pays higher dividends than OIEPX: VVIAX (2.34) vs OIEPX (1.63). OIEPX was incepted earlier than VVIAX: OIEPX (9 years) vs VVIAX (25 years). OIEPX (0.95) is less costly to investors than VVIAX (0.05). OIEPX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). OIEPX has a lower initial minimum investment than VVIAX: OIEPX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.59 vs. OIEPX (-0.45). VVIAX return over 5 years is better than : 72.66 vs. OIEPX (58.30).
| OIEPX | VVIAX | OIEPX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 0.121 | -0.684 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.3B | 184B | 23% |
| Annual Yield % from dividends | 1.63 | 2.34 | 70% |
| Returns for 1 year | -0.45 | 4.59 | -10% |
| Returns for 3 years | 10.94 | 21.41 | 51% |
| Returns for 5 years | 58.30 | 72.66 | 80% |
| Returns for 10 years | N/A | 97.34 | - |
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