Ad is loading...
OIEQX vs VVIAX
OIEQX vs VVIAX Comparison
Open Charts OIEQX vs VVIAX
JPMorgan Equity Income R4
Price$24.58
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets43.85B
Vanguard Value Index Adm
Price$67.62
Change+$0.39 (+0.58%)
VolumeN/A
Net Assets195.24B
OIEQX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIEQX vs. VVIAX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OIEQX (43.8B). 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 : 6.58 vs. OIEQX (2.63). VVIAX return over 5 years is better than : 97.80 vs. OIEQX (85.90).
| 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 | 2.631 | 2.057 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.8B | 195B | 22% |
| Annual Yield % from dividends | 1.75 | 2.26 | 78% |
| Returns for 1 year | 2.63 | 6.58 | 40% |
| Returns for 3 years | 6.99 | 16.66 | 42% |
| Returns for 5 years | 85.90 | 97.80 | 88% |
| Returns for 10 years | N/A | 107.52 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...