Interact to see
Advertisement
Advertisement
OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$26.41
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets44.01B
Vanguard Value Index Adm
Price$72.48
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets202.84B
OIERX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OIERX vs. VVIAX commentary
Sep 19, 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: 203B vs. OIERX (44B). VVIAX pays higher dividends than OIERX: VVIAX (2.10) vs OIERX (1.68). 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 : 7.55 vs. OIERX (4.44). VVIAX return over 5 years is better than : 74.26 vs. OIERX (60.26).
| 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 | 11.116 | 9.425 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44B | 203B | 22% |
| Annual Yield % from dividends | 1.68 | 2.10 | 80% |
| Returns for 1 year | 4.44 | 7.55 | 59% |
| Returns for 3 years | 25.46 | 38.10 | 67% |
| Returns for 5 years | 60.26 | 74.26 | 81% |
| Returns for 10 years | 132.54 | 137.77 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement