OIEPX
Price
$22.83
Change
-$0.00 (-0.00%)
Updated
Feb 16, 6:59 PM EST
VVIAX
Price
$59.89
Change
-$0.04 (-0.07%)
Updated
Feb 20, 6:59 PM EST
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Analysis and predictions OIEPX vs VVIAX

Header iconOIEPX vs VVIAX Comparison
Open Charts OIEPX vs VVIAXBanner chart's image
JPMorgan Equity Income R3
Price$22.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$59.89
Change-$0.04 (-0.07%)
VolumeN/A
CapitalizationN/A
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OIEPX vs VVIAX Comparison Chart

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VS
OIEPX vs. VVIAX commentary
Feb 21, 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 Hold and VVIAX is a Buy.

FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 157B vs. OIEPX (45.6B). VVIAX pays higher dividends than OIEPX: VVIAX (2.42) vs OIEPX (1.87). OIEPX was incepted earlier than VVIAX: OIEPX (7 years) vs VVIAX (23 years). OIEPX (0.95) is less costly to investors than VVIAX (0.05). OIEPX is a more actively managed with annual turnover of: 8.00 vs. VVIAX (5.00). 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 : 7.12 vs. OIEPX (3.62). OIEPX return over 5 years is better than : 46.28 vs. VVIAX (42.69).
OIEPXVVIAXOIEPX / VVIAX
Total Expense Ratio0.950.051,900%
Annual Report Gross Expense Ratio0.950.051,900%
Fund Existence7 years23 years-
Gain YTD1.5222.74555%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets45.6B157B29%
Annual Yield % from dividends1.872.4277%
Returns for 1 year3.627.1251%
Returns for 3 years19.9923.1386%
Returns for 5 years46.2842.69108%
Returns for 10 yearsN/A108.23-
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