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OEICX vs VTSAX
OEICX vs VTSAX Comparison
Open Charts OEICX vs VTSAX
JPMorgan Equity Index C
Price$96.32
Change+$0.20 (+0.21%)
VolumeN/A
Net Assets12.03B
Vanguard Total Stock Mkt Idx Adm
Price$155.96
Change+$0.41 (+0.26%)
VolumeN/A
Net Assets1.95T
OEICX vs VTSAX Comparison Chart in %
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OEICX vs. VTSAX commentary
Sep 09, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. OEICX (12B). VTSAX pays higher dividends than OEICX: VTSAX (1.16) vs OEICX (0.24). OEICX was incepted earlier than VTSAX: OEICX (28 years) vs VTSAX (25 years). OEICX (1.13) is less costly to investors than VTSAX (0.04). OEICX is a more actively managed with annual turnover of: 5.00 vs. VTSAX (2.00). OEICX has a lower initial minimum investment than VTSAX: OEICX (1000) vs VTSAX (3000). OEICX (18.12) and VTSAX (18.04) have marching annual gain over last year. OEICX return over 5 years is better than : 89.72 vs. VTSAX (84.96).
| OEICX | VTSAX | OEICX / VTSAX | |
| Total Expense Ratio | 1.13 | 0.04 | 2,825% |
| Annual Report Gross Expense Ratio | 1.13 | 0.04 | 2,825% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 10.410 | 10.346 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 1.95T | 1% |
| Annual Yield % from dividends | 0.24 | 1.16 | 20% |
| Returns for 1 year | 18.12 | 18.04 | 100% |
| Returns for 3 years | 67.35 | 63.66 | 106% |
| Returns for 5 years | 89.72 | 84.96 | 106% |
| Returns for 10 years | 160.59 | 224.91 | 71% |
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