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OIEPX vs VVIAX
OIEPX vs VVIAX Comparison
Open Charts OIEPX vs VVIAX
JPMorgan Equity Income R3
Price$24.92
Change-$0.12 (-0.48%)
VolumeN/A
Net Assets44.06B
Vanguard Value Index Adm
Price$69.56
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
OIEPX vs VVIAX Comparison Chart in %
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OIEPX vs. VVIAX commentary
Jul 14, 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: 195B vs. OIEPX (44.1B). VVIAX pays higher dividends than OIEPX: VVIAX (2.18) vs OIEPX (1.48). 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 : 9.25 vs. OIEPX (5.87). VVIAX return over 5 years is better than : 78.43 vs. OIEPX (63.15).
| 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 | 7.368 | 5.380 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1B | 195B | 23% |
| Annual Yield % from dividends | 1.48 | 2.18 | 68% |
| Returns for 1 year | 5.87 | 9.25 | 63% |
| Returns for 3 years | 23.60 | 35.74 | 66% |
| Returns for 5 years | 63.15 | 78.43 | 81% |
| Returns for 10 years | N/A | 110.21 | - |
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