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OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$25.98
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets42.51B
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
OIERX vs VVIAX Comparison Chart in %
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OIERX vs. VVIAX commentary
Nov 20, 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: 208B vs. OIERX (42.5B). VVIAX pays higher dividends than OIERX: VVIAX (2.09) vs OIERX (1.70). 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 : 5.07 vs. OIERX (-0.88). VVIAX return over 5 years is better than : 62.97 vs. OIERX (47.76).
| 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 | 10.075 | 9.352 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.5B | 208B | 20% |
| Annual Yield % from dividends | 1.70 | 2.09 | 81% |
| Returns for 1 year | -0.88 | 5.07 | -17% |
| Returns for 3 years | 18.10 | 30.25 | 60% |
| Returns for 5 years | 47.76 | 62.97 | 76% |
| Returns for 10 years | 116.78 | 123.10 | 95% |
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