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OIEIX vs VVIAX
OIEIX vs VVIAX Comparison
Open Charts OIEIX vs VVIAX
JPMorgan Equity Income A
Price$25.14
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets43.97B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
OIEIX vs VVIAX Comparison Chart in %
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OIEIX vs. VVIAX commentary
Jul 28, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OIEIX (44B). VVIAX pays higher dividends than OIEIX: VVIAX (2.18) vs OIEIX (1.47). 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 : 9.75 vs. OIEIX (5.83). VVIAX return over 5 years is better than : 74.87 vs. OIEIX (58.74).
| 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 | 8.222 | 6.714 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44B | 195B | 23% |
| Annual Yield % from dividends | 1.47 | 2.18 | 68% |
| Returns for 1 year | 5.83 | 9.75 | 60% |
| Returns for 3 years | 21.57 | 34.32 | 63% |
| Returns for 5 years | 58.74 | 74.87 | 78% |
| Returns for 10 years | 106.00 | 116.26 | 91% |
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