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OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$26.17
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets43.95B
Vanguard Value Index Adm
Price$71.44
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
OIERX vs VVIAX Comparison Chart in %
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OIERX vs. VVIAX commentary
Aug 29, 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: 196B vs. OIERX (43.9B). VVIAX pays higher dividends than OIERX: VVIAX (2.18) vs OIERX (1.79). OIERX was incepted earlier than VVIAX: OIERX (15 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 : 7.45 vs. OIERX (4.74). VVIAX return over 5 years is better than : 69.16 vs. OIERX (56.01).
| 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 | 15 years | 25 years | - |
| Gain YTD | 10.482 | 8.213 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9B | 196B | 22% |
| Annual Yield % from dividends | 1.79 | 2.18 | 82% |
| Returns for 1 year | 4.74 | 7.45 | 64% |
| Returns for 3 years | 22.70 | 33.52 | 68% |
| Returns for 5 years | 56.01 | 69.16 | 81% |
| Returns for 10 years | 130.00 | 131.56 | 99% |
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