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OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$23.15
Change+$0.18 (+0.78%)
VolumeN/A
Net Assets40.82B
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
OIERX vs VVIAX Comparison Chart
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OIERX vs. VVIAX commentary
Apr 25, 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: 191B vs. OIERX (40.8B). VVIAX pays higher dividends than OIERX: VVIAX (2.26) vs OIERX (1.90). OIERX was incepted earlier than VVIAX: OIERX (14 years) vs VVIAX (24 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 (10.00). 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 : 2.69 vs. OIERX (-2.52). VVIAX return over 5 years is better than : 68.73 vs. OIERX (57.81).
| 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 | 24 years | - |
| Gain YTD | -3.669 | -4.092 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 191B | 21% |
| Annual Yield % from dividends | 1.90 | 2.26 | 84% |
| Returns for 1 year | -2.52 | 2.69 | -94% |
| Returns for 3 years | 3.18 | 11.95 | 27% |
| Returns for 5 years | 57.81 | 68.73 | 84% |
| Returns for 10 years | 86.54 | 90.34 | 96% |
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