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OIEQX vs VVIAX
OIEQX vs VVIAX Comparison
Open Charts OIEQX vs VVIAX
JPMorgan Equity Income R4
Price$26.67
Change-$0.08 (-0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
OIEQX vs VVIAX Comparison Chart
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OIEQX vs. VVIAX commentary
Nov 18, 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 OIEQX is a Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OIEQX (47B). VVIAX pays higher dividends than OIEQX: VVIAX (2.36) vs OIEQX (1.90). OIEQX was incepted earlier than VVIAX: OIEQX (8 years) vs VVIAX (24 years). VVIAX is a more actively managed with annual turnover of: 10.00 vs. OIEQX (8.00). OIEQX has a lower initial minimum investment than VVIAX: OIEQX (0) vs VVIAX (3000). VVIAX (25.54) and OIEQX (24.82) have marching annual gain over last year. OIEQX (51.19) and VVIAX (50.78) have equivalent 5 years return.
| OIEQX | VVIAX | OIEQX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 17.931 | 17.922 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47B | 184B | 26% |
| Annual Yield % from dividends | 1.90 | 2.36 | 80% |
| Returns for 1 year | 24.82 | 25.54 | 97% |
| Returns for 3 years | 15.33 | 21.55 | 71% |
| Returns for 5 years | 51.19 | 50.78 | 101% |
| Returns for 10 years | N/A | 110.49 | - |