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OIEQX vs VVIAX
OIEQX vs VVIAX Comparison
Open Charts OIEQX vs VVIAX
JPMorgan Equity Income R4
Price$24.77
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets45.48B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
OIEQX vs VVIAX Comparison Chart
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OIEQX vs. VVIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OIEQX (45.5B). 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 : 18.18 vs. OIEQX (11.83). VVIAX return over 5 years is better than : 44.18 vs. OIEQX (35.32).
| 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 | 3.554 | 3.195 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.5B | 184B | 25% |
| Annual Yield % from dividends | 1.90 | 2.36 | 80% |
| Returns for 1 year | 11.83 | 18.18 | 65% |
| Returns for 3 years | 8.18 | 18.46 | 44% |
| Returns for 5 years | 35.32 | 44.18 | 80% |
| Returns for 10 years | N/A | 111.13 | - |