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OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$25.83
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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OIERX vs VVIAX Comparison Chart
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OIERX vs. VVIAX commentary
Sep 21, 2024
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: 183B vs. OIERX (46.4B). VVIAX pays higher dividends than OIERX: VVIAX (2.36) vs OIERX (2.03). OIERX was incepted earlier than VVIAX: OIERX (14 years) vs VVIAX (24 years). VVIAX is a more actively managed with annual turnover of: 10.00 vs. OIERX (8.00). 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 : 24.02 vs. OIERX (20.73). VVIAX return over 5 years is better than : 55.46 vs. OIERX (51.61).
| OIERX | VVIAX | OIERX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 13.853 | 16.303 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.4B | 183B | 25% |
| Annual Yield % from dividends | 2.03 | 2.36 | 86% |
| Returns for 1 year | 20.73 | 24.02 | 86% |
| Returns for 3 years | 20.26 | 28.29 | 72% |
| Returns for 5 years | 51.61 | 55.46 | 93% |
| Returns for 10 years | 116.20 | 114.04 | 102% |
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