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OIEQX vs VVIAX
OIEQX vs VVIAX Comparison
Open Charts OIEQX vs VVIAX
JPMorgan Equity Income R4
Price$23.11
Change+$0.18 (+0.78%)
VolumeN/A
Net Assets40.82B
Vanguard Value Index Adm
Price$63.76
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
OIEQX vs VVIAX Comparison Chart
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OIEQX vs. VVIAX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. OIEQX (40.8B). VVIAX pays higher dividends than OIEQX: VVIAX (2.26) vs OIEQX (1.75). OIEQX was incepted earlier than VVIAX: OIEQX (9 years) vs VVIAX (24 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 (10.00). 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 : 2.69 vs. OIEQX (-2.67). VVIAX return over 5 years is better than : 68.73 vs. OIEQX (56.82).
| 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 | 24 years | - |
| Gain YTD | -3.710 | -4.092 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 191B | 21% |
| Annual Yield % from dividends | 1.75 | 2.26 | 78% |
| Returns for 1 year | -2.67 | 2.69 | -99% |
| Returns for 3 years | 2.83 | 11.95 | 24% |
| Returns for 5 years | 56.82 | 68.73 | 83% |
| Returns for 10 years | N/A | 90.34 | - |
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