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OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$25.69
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets44.51B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OIERX vs VVIAX Comparison Chart in %
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OIERX 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 OIERX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OIERX (44.5B). VVIAX pays higher dividends than OIERX: VVIAX (2.18) vs OIERX (1.81). OIERX was incepted earlier than VVIAX: OIERX (14 years) vs VVIAX (25 years). OIERX (0.55) is less costly to investors than VVIAX (0.05). OIERX is a more actively managed with annual turnover of: 20.00 vs. VVIAX (9.00). OIERX has a lower initial minimum investment than VVIAX: OIERX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. OIERX (9.25). VVIAX return over 5 years is better than : 80.13 vs. OIERX (67.82).
| OIERX | VVIAX | OIERX / VVIAX | |
| Total Expense Ratio | 0.55 | 0.05 | 1,100% |
| Annual Report Gross Expense Ratio | 0.55 | 0.05 | 1,100% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 8.239 | 6.198 | 133% |
| 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 | 1.81 | 2.18 | 83% |
| Returns for 1 year | 9.25 | 12.03 | 77% |
| Returns for 3 years | 24.00 | 35.17 | 68% |
| Returns for 5 years | 67.82 | 80.13 | 85% |
| Returns for 10 years | 113.62 | 115.67 | 98% |