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OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$26.28
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets43.85B
Vanguard Value Index Adm
Price$72.95
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets207.8B
OIERX vs VVIAX Comparison Chart in %
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OIERX vs. VVIAX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. OIERX (43.9B). VVIAX pays higher dividends than OIERX: VVIAX (2.08) vs OIERX (1.67). 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 : 7.91 vs. OIERX (3.55). VVIAX return over 5 years is better than : 72.92 vs. OIERX (55.95).
| 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 | 11.405 | 10.594 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9B | 208B | 21% |
| Annual Yield % from dividends | 1.67 | 2.08 | 80% |
| Returns for 1 year | 3.55 | 7.91 | 45% |
| Returns for 3 years | 33.44 | 48.89 | 68% |
| Returns for 5 years | 55.95 | 72.92 | 77% |
| Returns for 10 years | 127.31 | 132.59 | 96% |
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