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OIEQX vs VVIAX
OIEQX vs VVIAX Comparison
Open Charts OIEQX vs VVIAX
JPMorgan Equity Income R4
Price$24.43
Change-$0.15 (-0.61%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OIEQX vs VVIAX Comparison Chart
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OIEQX vs. VVIAX commentary
Dec 19, 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 Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OIEQX (45.3B). 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 : 16.45 vs. OIEQX (9.20). VVIAX return over 5 years is better than : 44.62 vs. OIEQX (36.41).
| 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 | 8.229 | 16.051 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.3B | 195B | 23% |
| Annual Yield % from dividends | 1.90 | 2.36 | 80% |
| Returns for 1 year | 9.20 | 16.45 | 56% |
| Returns for 3 years | 9.67 | 20.49 | 47% |
| Returns for 5 years | 36.41 | 44.62 | 82% |
| Returns for 10 years | N/A | 104.84 | - |
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