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OIEIX vs VVIAX
OIEIX vs VVIAX Comparison
Open Charts OIEIX vs VVIAX
JPMorgan Equity Income A
Price$24.00
Change-$0.22 (-0.91%)
VolumeN/A
Net Assets43.06B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
OIEIX vs VVIAX Comparison Chart
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OIEIX vs. VVIAX commentary
Jun 15, 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 OIEIX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OIEIX (43.1B). VVIAX pays higher dividends than OIEIX: VVIAX (2.28) vs OIEIX (1.51). OIEIX was incepted earlier than VVIAX: OIEIX (33 years) vs VVIAX (25 years). OIEIX (0.95) is less costly to investors than VVIAX (0.05). OIEIX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). OIEIX has a lower initial minimum investment than VVIAX: OIEIX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.01 vs. OIEIX (4.07). VVIAX return over 5 years is better than : 72.56 vs. OIEIX (58.13).
| OIEIX | VVIAX | OIEIX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 3.176 | 2.436 | 130% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1B | 189B | 23% |
| Annual Yield % from dividends | 1.51 | 2.28 | 66% |
| Returns for 1 year | 4.07 | 8.01 | 51% |
| Returns for 3 years | 19.61 | 32.19 | 61% |
| Returns for 5 years | 58.13 | 72.56 | 80% |
| Returns for 10 years | 94.57 | 103.54 | 91% |
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