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DODGX vs OIEFX
DODGX vs OIEFX Comparison
Open Charts DODGX vs OIEFX
JPMorgan Equity Income R2
Price$25.65
Change+$0.15 (+0.59%)
VolumeN/A
Net Assets43.9B
DODGX vs OIEFX Comparison Chart in %
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DODGX vs. OIEFX commentary
Sep 28, 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 DODGX is a Buy and OIEFX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. OIEFX (43.9B). DODGX pays higher dividends than OIEFX: DODGX (1.34) vs OIEFX (1.13). DODGX was incepted earlier than OIEFX: DODGX (61 years) vs OIEFX (15 years). OIEFX (1.21) is less costly to investors than DODGX (0.51). OIEFX is a more actively managed with annual turnover of: 20.00 vs. DODGX (15.00). OIEFX has a lower initial minimum investment than DODGX: OIEFX (0) vs DODGX (2500). DODGX (3.35) and OIEFX (3.27) have marching annual gain over last year. DODGX return over 5 years is better than : 78.53 vs. OIEFX (60.39).
| DODGX | OIEFX | DODGX / OIEFX | |
| Total Expense Ratio | 0.51 | 1.21 | 42% |
| Annual Report Gross Expense Ratio | 0.51 | 1.21 | 42% |
| Fund Existence | 61 years | 15 years | - |
| Gain YTD | 8.851 | 11.249 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 43.9B | 276% |
| Annual Yield % from dividends | 1.34 | 1.13 | 118% |
| Returns for 1 year | 3.35 | 3.27 | 102% |
| Returns for 3 years | 45.75 | 32.64 | 140% |
| Returns for 5 years | 78.53 | 60.39 | 130% |
| Returns for 10 years | 87.64 | 127.49 | 69% |
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