OIEPX
Price
$25.50
Change
+$0.17 (+0.67%)
Updated
Sep 4 closing price
Net Assets
43.95B
VVIAX
Price
$71.19
Change
-$0.24 (-0.34%)
Updated
Sep 5 closing price
Net Assets
202.84B
Interact to see
Advertisement

OIEPX vs VVIAX

Header iconOIEPX vs VVIAX Comparison
Open Charts OIEPX vs VVIAXBanner chart's image
JPMorgan Equity Income R3
Price$25.50
Change+$0.17 (+0.67%)
VolumeN/A
Net Assets43.95B
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
OIEPX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OIEPX vs. VVIAX commentary
Sep 08, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. OIEPX (43.9B). VVIAX pays higher dividends than OIEPX: VVIAX (2.10) vs OIEPX (1.36). 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 : 7.74 vs. OIEPX (4.53). VVIAX return over 5 years is better than : 70.16 vs. OIEPX (55.12).
OIEPXVVIAXOIEPX / VVIAX
Total Expense Ratio0.950.051,900%
Annual Report Gross Expense Ratio0.950.051,900%
Fund Existence9 years25 years-
Gain YTD10.1067.850129%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets43.9B203B22%
Annual Yield % from dividends1.362.1065%
Returns for 1 year4.537.7459%
Returns for 3 years23.7536.6165%
Returns for 5 years55.1270.1679%
Returns for 10 yearsN/A131.61-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GNOM37.990.91
+2.44%
Global X Genomics & Biotechnology ETF
SEEM28.750.25
+0.89%
SEI Select Emerging Markets Equity ETF
VEU69.740.44
+0.63%
Vanguard FTSE All-Wld ex-US ETF
WIA8.400.02
+0.30%
Western Asset Inflation-Linked Income Fund
FAPR43.14N/A
+0.01%
FT Vest US Equity Buffer ETF Apr