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OEICX vs VSMPX
OEICX vs VSMPX Comparison
Open Charts OEICX vs VSMPX
JPMorgan Equity Index C
Price$94.69
Change+$0.37 (+0.39%)
VolumeN/A
Net Assets11.75B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
OEICX vs VSMPX Comparison Chart in %
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OEICX vs. VSMPX commentary
Jul 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 OEICX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. OEICX (11.8B). VSMPX pays higher dividends than OEICX: VSMPX (1.22) vs OEICX (0.25). OEICX was incepted earlier than VSMPX: OEICX (28 years) vs VSMPX (10 years). OEICX (1.13) is less costly to investors than VSMPX (0.02). OEICX is a more actively managed with annual turnover of: 5.00 vs. VSMPX (2.00). OEICX has a lower initial minimum investment than VSMPX: OEICX (1000) vs VSMPX (100000000). OEICX (18.67) and VSMPX (17.76) have marching annual gain over last year. OEICX return over 5 years is better than : 99.37 vs. VSMPX (93.61).
| OEICX | VSMPX | OEICX / VSMPX | |
| Total Expense Ratio | 1.13 | 0.02 | 5,650% |
| Annual Report Gross Expense Ratio | 1.13 | 0.02 | 5,650% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 8.768 | 8.298 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.91T | 1% |
| Annual Yield % from dividends | 0.25 | 1.22 | 20% |
| Returns for 1 year | 18.67 | 17.76 | 105% |
| Returns for 3 years | 64.49 | 60.67 | 106% |
| Returns for 5 years | 99.37 | 93.61 | 106% |
| Returns for 10 years | 141.92 | 192.09 | 74% |
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