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OIEIX vs VVIAX
OIEIX vs VVIAX Comparison
Open Charts OIEIX vs VVIAX
JPMorgan Equity Income A
Price$26.26
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets43.73B
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
OIEIX vs VVIAX Comparison Chart in %
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OIEIX vs. VVIAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. OIEIX (43.7B). VVIAX pays higher dividends than OIEIX: VVIAX (2.04) vs OIEIX (1.26). 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 : 4.76 vs. OIEIX (-1.58). VVIAX return over 5 years is better than : 61.18 vs. OIEIX (45.05).
| 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 | 12.461 | 11.776 | 106% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7B | 208B | 21% |
| Annual Yield % from dividends | 1.26 | 2.04 | 62% |
| Returns for 1 year | -1.58 | 4.76 | -33% |
| Returns for 3 years | 16.76 | 29.82 | 56% |
| Returns for 5 years | 45.05 | 61.18 | 74% |
| Returns for 10 years | 114.53 | 127.14 | 90% |
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