OEICX
Price
$93.09
Change
+$0.78 (+0.84%)
Updated
Jul 3 closing price
Net Assets
11.55B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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OEICX vs VTSMX

Header iconOEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMXBanner chart's image
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.

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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).
OEICXVTSMXOEICX / VTSMX
Total Expense Ratio1.130.14807%
Annual Report Gross Expense Ratio1.130.14807%
Fund Existence28 years33 years-
Gain YTD6.9306.421108%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets11.6B1.82T1%
Annual Yield % from dividends0.251.1222%
Returns for 1 year13.7713.8999%
Returns for 3 years65.7962.08106%
Returns for 5 years101.3795.59106%
Returns for 10 years140.73198.0571%
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