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OIEQX vs VVIAX
OIEQX vs VVIAX Comparison
Open Charts OIEQX vs VVIAX
JPMorgan Equity Income R4
Price$25.17
Change-$0.06 (-0.24%)
VolumeN/A
Net Assets42.91B
Vanguard Value Index Adm
Price$69.11
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.18B
OIEQX vs VVIAX Comparison Chart in %
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OIEQX vs. VVIAX commentary
Aug 06, 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 (42.9B). VVIAX pays higher dividends than OIEQX: VVIAX (2.18) vs OIEQX (1.65). 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 : 10.84 vs. OIEQX (7.34). VVIAX return over 5 years is better than : 69.40 vs. OIEQX (55.96).
| 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 | 6.521 | 4.683 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.9B | 195B | 22% |
| Annual Yield % from dividends | 1.65 | 2.18 | 76% |
| Returns for 1 year | 7.34 | 10.84 | 68% |
| Returns for 3 years | 17.18 | 29.09 | 59% |
| Returns for 5 years | 55.96 | 69.40 | 81% |
| Returns for 10 years | N/A | 112.99 | - |
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