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OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$24.99
Change+$0.14 (+0.56%)
VolumeN/A
Net Assets43.37B
Vanguard Value Index Adm
Price$68.94
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
OIERX vs VVIAX Comparison Chart in %
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OIERX vs. VVIAX commentary
Jun 28, 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: 189B vs. OIERX (43.4B). VVIAX pays higher dividends than OIERX: VVIAX (2.28) vs OIERX (1.85). 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 : 8.64 vs. OIERX (5.59). VVIAX return over 5 years is better than : 81.02 vs. OIERX (67.11).
| 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 | 4.529 | 3.330 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 189B | 23% |
| Annual Yield % from dividends | 1.85 | 2.28 | 81% |
| Returns for 1 year | 5.59 | 8.64 | 65% |
| Returns for 3 years | 18.72 | 30.71 | 61% |
| Returns for 5 years | 67.11 | 81.02 | 83% |
| Returns for 10 years | 107.93 | 110.43 | 98% |
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