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OIEPX vs VVIAX
OIEPX vs VVIAX Comparison
Open Charts OIEPX vs VVIAX
JPMorgan Equity Income R3
Price$25.60
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets44.09B
Vanguard Value Index Adm
Price$71.99
Change-$0.14 (-0.19%)
VolumeN/A
Net Assets202.84B
OIEPX vs VVIAX Comparison Chart in %
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OIEPX vs. VVIAX commentary
Sep 17, 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: 203B vs. OIEPX (44.1B). 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 : 7.98 vs. OIEPX (4.30). VVIAX return over 5 years is better than : 72.16 vs. OIEPX (55.35).
| 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 | 10.711 | 9.274 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1B | 203B | 22% |
| Annual Yield % from dividends | 1.36 | 2.10 | 65% |
| Returns for 1 year | 4.30 | 7.98 | 54% |
| Returns for 3 years | 24.43 | 38.76 | 63% |
| Returns for 5 years | 55.35 | 72.16 | 77% |
| Returns for 10 years | N/A | 138.61 | - |
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