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OIEPX vs VVIAX
OIEPX vs VVIAX Comparison
Open Charts OIEPX vs VVIAX
JPMorgan Equity Income R3
Price$25.07
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
OIEPX vs VVIAX Comparison Chart in %
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OIEPX 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 OIEPX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OIEPX (44.5B). VVIAX pays higher dividends than OIEPX: VVIAX (2.18) vs OIEPX (1.48). OIEPX was incepted earlier than VVIAX: OIEPX (9 years) vs VVIAX (25 years). OIEPX (0.95) is less costly to investors than VVIAX (0.05). OIEPX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). OIEPX has a lower initial minimum investment than VVIAX: OIEPX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. OIEPX (8.64). VVIAX return over 5 years is better than : 80.13 vs. OIEPX (64.74).
| OIEPX | VVIAX | OIEPX / VVIAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 8.015 | 6.198 | 129% |
| 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 | 1.48 | 2.18 | 68% |
| Returns for 1 year | 8.64 | 12.03 | 72% |
| Returns for 3 years | 22.48 | 35.17 | 64% |
| Returns for 5 years | 64.74 | 80.13 | 81% |
| Returns for 10 years | N/A | 115.67 | - |
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