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OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$25.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.79B
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
OIERX vs VVIAX Comparison Chart in %
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OIERX vs. VVIAX commentary
Aug 08, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. OIERX (42.8B). VVIAX pays higher dividends than OIERX: VVIAX (2.18) vs OIERX (1.79). 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 : 10.51 vs. OIERX (7.00). VVIAX return over 5 years is better than : 67.40 vs. OIERX (54.77).
| 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 | 6.392 | 4.608 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8B | 196B | 22% |
| Annual Yield % from dividends | 1.79 | 2.18 | 82% |
| Returns for 1 year | 7.00 | 10.51 | 67% |
| Returns for 3 years | 17.37 | 28.85 | 60% |
| Returns for 5 years | 54.77 | 67.40 | 81% |
| Returns for 10 years | 107.91 | 109.93 | 98% |
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