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OEICX vs VTSAX
OEICX vs VTSAX Comparison
Open Charts OEICX vs VTSAX
JPMorgan Equity Index C
Price$88.65
Change-$1.00 (-1.12%)
VolumeN/A
Net Assets11.16B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
OEICX vs VTSAX Comparison Chart
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OEICX vs. VTSAX commentary
Jun 15, 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: 1.82T vs. OEICX (11.2B). VTSAX pays higher dividends than OEICX: VTSAX (1.28) vs OEICX (0.27). 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 (10.35) and VTSAX (10.07) have marching annual gain over last year. OEICX return over 5 years is better than : 97.28 vs. VTSAX (91.40).
| 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 | 1.764 | 1.365 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.82T | 1% |
| Annual Yield % from dividends | 0.27 | 1.28 | 21% |
| Returns for 1 year | 10.35 | 10.07 | 103% |
| Returns for 3 years | 61.33 | 57.61 | 106% |
| Returns for 5 years | 97.28 | 91.40 | 106% |
| Returns for 10 years | 125.69 | 179.53 | 70% |
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