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OIEQX vs VVIAX
OIEQX vs VVIAX Comparison
Open Charts OIEQX vs VVIAX
JPMorgan Equity Income R4
Price$26.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.28
Change-$0.08 (-0.12%)
VolumeN/A
CapitalizationN/A
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OIEQX vs VVIAX Comparison Chart
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OIEQX vs. VVIAX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 186B vs. OIEQX (47.3B). 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 annual gain was more profitable for investors over the last year : 27.96 vs. OIEQX (24.96). VVIAX return over 5 years is better than : 59.57 vs. OIEQX (55.63).
| 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 | 17.480 | 19.054 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.3B | 186B | 25% |
| Annual Yield % from dividends | 1.90 | 2.36 | 80% |
| Returns for 1 year | 24.96 | 27.96 | 89% |
| Returns for 3 years | 17.91 | 26.40 | 68% |
| Returns for 5 years | 55.63 | 59.57 | 93% |
| Returns for 10 years | N/A | 130.60 | - |
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