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OIEIX vs VVIAX
OIEIX vs VVIAX Comparison
Open Charts OIEIX vs VVIAX
JPMorgan Equity Income A
Price$25.53
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets43.04B
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
OIEIX vs VVIAX Comparison Chart in %
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OIEIX vs. VVIAX commentary
Oct 19, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. OIEIX (43B). VVIAX pays higher dividends than OIEIX: VVIAX (2.08) vs OIEIX (1.35). OIEIX was incepted earlier than VVIAX: OIEIX (34 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 : 4.64 vs. OIEIX (-0.60). VVIAX return over 5 years is better than : 71.80 vs. OIEIX (51.82).
| 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 | 34 years | 25 years | - |
| Gain YTD | 10.268 | 9.746 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43B | 208B | 21% |
| Annual Yield % from dividends | 1.35 | 2.08 | 65% |
| Returns for 1 year | -0.60 | 4.64 | -13% |
| Returns for 3 years | 27.16 | 43.00 | 63% |
| Returns for 5 years | 51.82 | 71.80 | 72% |
| Returns for 10 years | 116.12 | 129.42 | 90% |
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