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OIEFX vs VVIAX
OIEFX vs VVIAX Comparison
Open Charts OIEFX vs VVIAX
JPMorgan Equity Income R2
Price$24.94
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets44.51B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OIEFX vs VVIAX Comparison Chart in %
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OIEFX vs. VVIAX commentary
Jul 07, 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 OIEFX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OIEFX (44.5B). VVIAX pays higher dividends than OIEFX: VVIAX (2.18) vs OIEFX (1.25). OIEFX was incepted earlier than VVIAX: OIEFX (14 years) vs VVIAX (25 years). OIEFX (1.21) is less costly to investors than VVIAX (0.05). OIEFX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). OIEFX has a lower initial minimum investment than VVIAX: OIEFX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. OIEFX (8.32). VVIAX return over 5 years is better than : 80.13 vs. OIEFX (62.97).
| OIEFX | VVIAX | OIEFX / VVIAX | |
| Total Expense Ratio | 1.21 | 0.05 | 2,420% |
| Annual Report Gross Expense Ratio | 1.21 | 0.05 | 2,420% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 7.877 | 6.198 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 189B | 24% |
| Annual Yield % from dividends | 1.25 | 2.18 | 57% |
| Returns for 1 year | 8.32 | 12.03 | 69% |
| Returns for 3 years | 21.61 | 35.17 | 61% |
| Returns for 5 years | 62.97 | 80.13 | 79% |
| Returns for 10 years | 101.91 | 115.67 | 88% |
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