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OIEPX vs VVIAX
OIEPX vs VVIAX Comparison
Open Charts OIEPX vs VVIAX
JPMorgan Equity Income R3
Price$26.04
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.28
Change-$0.08 (-0.12%)
VolumeN/A
CapitalizationN/A
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OIEPX vs VVIAX Comparison Chart
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OIEPX vs. VVIAX commentary
Oct 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 OIEPX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 186B vs. OIEPX (47.3B). VVIAX pays higher dividends than OIEPX: VVIAX (2.36) vs OIEPX (1.71). OIEPX was incepted earlier than VVIAX: OIEPX (8 years) vs VVIAX (24 years). VVIAX is a more actively managed with annual turnover of: 10.00 vs. OIEPX (8.00). 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 : 27.96 vs. OIEPX (24.65). VVIAX return over 5 years is better than : 59.57 vs. OIEPX (53.90).
| OIEPX | VVIAX | OIEPX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 17.274 | 19.054 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.3B | 186B | 25% |
| Annual Yield % from dividends | 1.71 | 2.36 | 73% |
| Returns for 1 year | 24.65 | 27.96 | 88% |
| Returns for 3 years | 17.20 | 26.40 | 65% |
| Returns for 5 years | 53.90 | 59.57 | 90% |
| Returns for 10 years | N/A | 130.60 | - |
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