Interact to see
Advertisement
Advertisement
OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$24.61
Change+$0.24 (+0.98%)
VolumeN/A
Net Assets42.85B
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
OIERX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIERX vs. VVIAX commentary
Jun 07, 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 OIERX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OIERX (42.8B). VVIAX pays higher dividends than OIERX: VVIAX (2.28) vs OIERX (1.85). OIERX was incepted earlier than VVIAX: OIERX (14 years) vs VVIAX (25 years). OIERX (0.55) is less costly to investors than VVIAX (0.05). OIERX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). OIERX has a lower initial minimum investment than VVIAX: OIERX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.82 vs. OIERX (3.06). VVIAX return over 5 years is better than : 58.69 vs. OIERX (49.26).
| OIERX | VVIAX | OIERX / VVIAX | |
| Total Expense Ratio | 0.55 | 0.05 | 1,100% |
| Annual Report Gross Expense Ratio | 0.55 | 0.05 | 1,100% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 2.510 | 1.255 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8B | 189B | 23% |
| Annual Yield % from dividends | 1.85 | 2.28 | 81% |
| Returns for 1 year | 3.06 | 6.82 | 45% |
| Returns for 3 years | 9.66 | 18.51 | 52% |
| Returns for 5 years | 49.26 | 58.69 | 84% |
| Returns for 10 years | 101.60 | 102.89 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement