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OEICX vs VTSMX
OEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMX
JPMorgan Equity Index C
Price$93.09
Change+$0.78 (+0.84%)
VolumeN/A
Net Assets11.55B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OEICX vs VTSMX Comparison Chart in %
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OEICX vs. VTSMX commentary
Jul 08, 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: 1.82T vs. OEICX (11.6B). VTSMX pays higher dividends than OEICX: VTSMX (1.12) vs OEICX (0.25). 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). VTSMX (13.89) and OEICX (13.77) have marching annual gain over last year. OEICX return over 5 years is better than : 101.37 vs. VTSMX (95.59).
| 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 | 6.930 | 6.421 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.82T | 1% |
| Annual Yield % from dividends | 0.25 | 1.12 | 22% |
| Returns for 1 year | 13.77 | 13.89 | 99% |
| Returns for 3 years | 65.79 | 62.08 | 106% |
| Returns for 5 years | 101.37 | 95.59 | 106% |
| Returns for 10 years | 140.73 | 198.05 | 71% |
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