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OEICX vs VTSMX
OEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMX
JPMorgan Equity Index C
Price$95.61
Change-$0.27 (-0.28%)
VolumeN/A
Net Assets11.95B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
OEICX vs VTSMX Comparison Chart in %
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OEICX vs. VTSMX commentary
Aug 19, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OEICX (11.9B). VTSMX pays higher dividends than OEICX: VTSMX (1.09) vs OEICX (0.24). OEICX was incepted earlier than VTSMX: OEICX (28 years) vs VTSMX (33 years). OEICX (1.13) is less costly to investors than VTSMX (0.14). OEICX is a more actively managed with annual turnover of: 5.00 vs. VTSMX (2.00). OEICX has a lower initial minimum investment than VTSMX: OEICX (1000) vs VTSMX (3000). OEICX (16.67) and VTSMX (16.21) have marching annual gain over last year. OEICX return over 5 years is better than : 91.83 vs. VTSMX (85.82).
| OEICX | VTSMX | OEICX / VTSMX | |
| Total Expense Ratio | 1.13 | 0.14 | 807% |
| Annual Report Gross Expense Ratio | 1.13 | 0.14 | 807% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 9.824 | 9.266 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.91T | 1% |
| Annual Yield % from dividends | 0.24 | 1.09 | 22% |
| Returns for 1 year | 16.67 | 16.21 | 103% |
| Returns for 3 years | 51.19 | 46.80 | 109% |
| Returns for 5 years | 91.83 | 85.82 | 107% |
| Returns for 10 years | 143.56 | 202.54 | 71% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| EFFI | 23.68 | 0.59 | +2.56% |
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| IIF | 27.10 | 0.31 | +1.16% |
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| IFED | 44.19 | N/A | N/A |
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