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OIEQX vs VVIAX
OIEQX vs VVIAX Comparison
Open Charts OIEQX vs VVIAX
JPMorgan Equity Income R4
Price$25.17
Change-$0.37 (-1.45%)
VolumeN/A
Net Assets44.12B
Vanguard Value Index Adm
Price$68.71
Change-$0.88 (-1.26%)
VolumeN/A
Net Assets195.18B
OIEQX vs VVIAX Comparison Chart in %
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OIEQX vs. VVIAX commentary
Jul 16, 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 OIEQX is a Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OIEQX (44.1B). VVIAX pays higher dividends than OIEQX: VVIAX (2.18) vs OIEQX (1.67). OIEQX was incepted earlier than VVIAX: OIEQX (9 years) vs VVIAX (25 years). OIEQX (0.70) is less costly to investors than VVIAX (0.05). OIEQX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). OIEQX has a lower initial minimum investment than VVIAX: OIEQX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.29 vs. OIEQX (5.71). VVIAX return over 5 years is better than : 72.84 vs. OIEQX (60.44).
| OIEQX | VVIAX | OIEQX / VVIAX | |
| Total Expense Ratio | 0.70 | 0.05 | 1,400% |
| Annual Report Gross Expense Ratio | 0.70 | 0.05 | 1,400% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 7.708 | 5.426 | 142% |
| 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 | 1.67 | 2.18 | 76% |
| Returns for 1 year | 5.71 | 8.29 | 69% |
| Returns for 3 years | 24.02 | 35.09 | 68% |
| Returns for 5 years | 60.44 | 72.84 | 83% |
| Returns for 10 years | N/A | 109.79 | - |
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