Ad is loading...
OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$24.63
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets43.85B
Vanguard Value Index Adm
Price$67.62
Change+$0.39 (+0.58%)
VolumeN/A
Net Assets195.24B
OIERX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIERX vs. VVIAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OIERX (43.8B). 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 : 7.07 vs. OIERX (2.86). VVIAX return over 5 years is better than : 100.53 vs. OIERX (87.11).
| 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 | 24 years | - |
| Gain YTD | 2.706 | 1.830 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.8B | 195B | 22% |
| Annual Yield % from dividends | 1.90 | 2.26 | 84% |
| Returns for 1 year | 2.86 | 7.07 | 41% |
| Returns for 3 years | 7.43 | 16.40 | 45% |
| Returns for 5 years | 87.11 | 100.53 | 87% |
| Returns for 10 years | 100.56 | 107.06 | 94% |