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OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$25.16
Change-$0.29 (-1.14%)
VolumeN/A
Net Assets45.58B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
OIERX vs VVIAX Comparison Chart
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OIERX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. OIERX (45.6B). 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 : 14.79 vs. OIERX (8.71). VVIAX return over 5 years is better than : 48.95 vs. OIERX (38.98).
| 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 | 5.151 | 5.391 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.6B | 193B | 24% |
| Annual Yield % from dividends | 2.03 | 2.36 | 86% |
| Returns for 1 year | 8.71 | 14.79 | 59% |
| Returns for 3 years | 13.40 | 25.40 | 53% |
| Returns for 5 years | 38.98 | 48.95 | 80% |
| Returns for 10 years | 100.40 | 107.97 | 93% |
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