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OEICX vs VTSMX
OEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMX
JPMorgan Equity Index C
Price$101.07
Change-$1.09 (-1.07%)
VolumeN/A
Net Assets12.67B
Vanguard Total Stock Mkt Idx I
Price$163.50
Change-$1.84 (-1.11%)
VolumeN/A
Net Assets2.06T
OEICX vs VTSMX Comparison Chart in %
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OEICX vs. VTSMX commentary
Dec 13, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. OEICX (12.7B). VTSMX pays higher dividends than OEICX: VTSMX (1.02) vs OEICX (0.20). OEICX was incepted earlier than VTSMX: OEICX (28 years) vs VTSMX (34 years). OEICX (1.12) is less costly to investors than VTSMX (0.14). OEICX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). OEICX has a lower initial minimum investment than VTSMX: OEICX (1000) vs VTSMX (3000). OEICX annual gain was more profitable for investors over the last year : 13.51 vs. VTSMX (12.68). OEICX return over 5 years is better than : 88.37 vs. VTSMX (79.30).
| OEICX | VTSMX | OEICX / VTSMX | |
| Total Expense Ratio | 1.12 | 0.14 | 800% |
| Annual Report Gross Expense Ratio | 1.12 | 0.14 | 800% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 17.403 | 17.334 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 2.06T | 1% |
| Annual Yield % from dividends | 0.20 | 1.02 | 20% |
| Returns for 1 year | 13.51 | 12.68 | 107% |
| Returns for 3 years | 74.28 | 70.77 | 105% |
| Returns for 5 years | 88.37 | 79.30 | 111% |
| Returns for 10 years | 219.15 | 240.48 | 91% |
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