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OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$26.71
Change-$0.09 (-0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
OIERX vs VVIAX Comparison Chart
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OIERX vs. VVIAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OIERX (47B). 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 (25.54) and OIERX (24.96) have marching annual gain over last year. OIERX (52.07) and VVIAX (50.78) have equivalent 5 years return.
| 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 | 18.049 | 17.922 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47B | 184B | 26% |
| Annual Yield % from dividends | 2.03 | 2.36 | 86% |
| Returns for 1 year | 24.96 | 25.54 | 98% |
| Returns for 3 years | 15.70 | 21.55 | 73% |
| Returns for 5 years | 52.07 | 50.78 | 103% |
| Returns for 10 years | 115.21 | 110.49 | 104% |
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