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OIEPX vs VVIAX
OIEPX vs VVIAX Comparison
Open Charts OIEPX vs VVIAX
JPMorgan Equity Income R3
Price$25.75
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets43.65B
Vanguard Value Index Adm
Price$73.04
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets207.8B
OIEPX vs VVIAX Comparison Chart in %
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OIEPX vs. VVIAX commentary
Oct 22, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. OIEPX (43.7B). VVIAX pays higher dividends than OIEPX: VVIAX (2.08) vs OIEPX (1.35). 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 : 6.33 vs. OIEPX (1.19). VVIAX return over 5 years is better than : 73.43 vs. OIEPX (54.25).
| 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 | 11.185 | 10.579 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7B | 208B | 21% |
| Annual Yield % from dividends | 1.35 | 2.08 | 65% |
| Returns for 1 year | 1.19 | 6.33 | 19% |
| Returns for 3 years | 27.39 | 42.79 | 64% |
| Returns for 5 years | 54.25 | 73.43 | 74% |
| Returns for 10 years | N/A | 126.31 | - |
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