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OIEQX vs VVIAX
OIEQX vs VVIAX Comparison
Open Charts OIEQX vs VVIAX
JPMorgan Equity Income R4
Price$24.53
Change-$0.22 (-0.89%)
VolumeN/A
Net Assets43.06B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
OIEQX vs VVIAX Comparison Chart
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OIEQX vs. VVIAX commentary
Jun 15, 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: 189B vs. OIEQX (43.1B). VVIAX pays higher dividends than OIEQX: VVIAX (2.28) vs OIEQX (1.71). OIEQX was incepted earlier than VVIAX: OIEQX (9 years) vs VVIAX (25 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 (9.00). 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 : 8.01 vs. OIEQX (5.39). VVIAX return over 5 years is better than : 72.56 vs. OIEQX (61.56).
| 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 | 25 years | - |
| Gain YTD | 4.219 | 2.436 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1B | 189B | 23% |
| Annual Yield % from dividends | 1.71 | 2.28 | 75% |
| Returns for 1 year | 5.39 | 8.01 | 67% |
| Returns for 3 years | 21.69 | 32.19 | 67% |
| Returns for 5 years | 61.56 | 72.56 | 85% |
| Returns for 10 years | N/A | 103.54 | - |
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