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OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$23.88
Change-$0.59 (-2.41%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OIERX vs VVIAX Comparison Chart
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OIERX vs. VVIAX commentary
Dec 19, 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 Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OIERX (45.1B). 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 : 16.45 vs. OIERX (9.35). VVIAX return over 5 years is better than : 44.62 vs. OIERX (37.29).
| 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 | 8.365 | 16.051 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 195B | 23% |
| Annual Yield % from dividends | 2.03 | 2.36 | 86% |
| Returns for 1 year | 9.35 | 16.45 | 57% |
| Returns for 3 years | 10.03 | 20.49 | 49% |
| Returns for 5 years | 37.29 | 44.62 | 84% |
| Returns for 10 years | 97.49 | 104.84 | 93% |
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