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OIEQX vs VVIAX
OIEQX vs VVIAX Comparison
Open Charts OIEQX vs VVIAX
JPMorgan Equity Income R4
Price$25.64
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets43.48B
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
OIEQX vs VVIAX Comparison Chart in %
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OIEQX vs. VVIAX commentary
Aug 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 OIEQX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. OIEQX (43.5B). VVIAX pays higher dividends than OIEQX: VVIAX (2.18) vs OIEQX (1.65). OIEQX was incepted earlier than VVIAX: OIEQX (9 years) vs VVIAX (25 years). OIEQX (0.70) is less costly to investors than VVIAX (0.05). OIEQX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). OIEQX has a lower initial minimum investment than VVIAX: OIEQX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. OIEQX (4.62). VVIAX return over 5 years is better than : 68.54 vs. OIEQX (54.42).
| OIEQX | VVIAX | OIEQX / VVIAX | |
| Total Expense Ratio | 0.70 | 0.05 | 1,400% |
| Annual Report Gross Expense Ratio | 0.70 | 0.05 | 1,400% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 8.252 | 6.517 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 196B | 22% |
| Annual Yield % from dividends | 1.65 | 2.18 | 76% |
| Returns for 1 year | 4.62 | 7.91 | 58% |
| Returns for 3 years | 14.19 | 25.93 | 55% |
| Returns for 5 years | 54.42 | 68.54 | 79% |
| Returns for 10 years | N/A | 114.61 | - |
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