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OINCX vs VVIAX
OINCX vs VVIAX Comparison
Open Charts OINCX vs VVIAX
JPMorgan Equity Income C
Price$23.29
Change-$0.16 (-0.68%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.61
Change-$0.41 (-0.60%)
VolumeN/A
CapitalizationN/A
OINCX vs VVIAX Comparison Chart
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OINCX vs. VVIAX commentary
Dec 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 OINCX is a Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OINCX (45.3B). VVIAX pays higher dividends than OINCX: VVIAX (2.36) vs OINCX (1.30). OINCX was incepted earlier than VVIAX: OINCX (27 years) vs VVIAX (24 years). VVIAX is a more actively managed with annual turnover of: 10.00 vs. OINCX (8.00). OINCX has a lower initial minimum investment than VVIAX: OINCX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. OINCX (8.02). VVIAX return over 5 years is better than : 44.62 vs. OINCX (31.68).
| OINCX | VVIAX | OINCX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 7.131 | 16.051 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.3B | 195B | 23% |
| Annual Yield % from dividends | 1.30 | 2.36 | 55% |
| Returns for 1 year | 8.02 | 16.45 | 49% |
| Returns for 3 years | 7.50 | 20.49 | 37% |
| Returns for 5 years | 31.68 | 44.62 | 71% |
| Returns for 10 years | 83.02 | 104.84 | 79% |
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