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DODGX vs OIEIX
DODGX vs OIEIX Comparison
Open Charts DODGX vs OIEIX
JPMorgan Equity Income A
Price$24.46
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets43.61B
DODGX vs OIEIX Comparison Chart in %
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DODGX vs. OIEIX commentary
Dec 27, 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 Hold and OIEIX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. OIEIX (43.6B). DODGX (1.32) and OIEIX (1.26) have matching dividends . DODGX was incepted earlier than OIEIX: DODGX (61 years) vs OIEIX (34 years). OIEIX (0.95) is less costly to investors than DODGX (0.51). OIEIX is a more actively managed with annual turnover of: 20.00 vs. DODGX (15.00). OIEIX has a lower initial minimum investment than DODGX: OIEIX (1000) vs DODGX (2500). OIEIX annual gain was more profitable for investors over the last year : 4.49 vs. DODGX (3.96). DODGX return over 5 years is better than : 48.85 vs. OIEIX (36.25).
| DODGX | OIEIX | DODGX / OIEIX | |
| Total Expense Ratio | 0.51 | 0.95 | 54% |
| Annual Report Gross Expense Ratio | 0.51 | 0.95 | 54% |
| Fund Existence | 61 years | 34 years | - |
| Gain YTD | 5.303 | 5.802 | 91% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 43.6B | 273% |
| Annual Yield % from dividends | 1.32 | 1.26 | 105% |
| Returns for 1 year | 3.96 | 4.49 | 88% |
| Returns for 3 years | 29.78 | 15.74 | 189% |
| Returns for 5 years | 48.85 | 36.25 | 135% |
| Returns for 10 years | 75.88 | 106.76 | 71% |
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