OIERX
Price
$25.65
Change
-$0.09 (-0.35%)
Updated
Jul 28 closing price
Net Assets
43.97B
VVIAX
Price
$70.11
Change
-$0.33 (-0.47%)
Updated
Jul 28 closing price
Net Assets
195.18B
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OIERX vs VVIAX

Header iconOIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAXBanner chart's image
JPMorgan Equity Income R5
Price$25.65
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets43.97B
Vanguard Value Index Adm
Price$70.11
Change-$0.33 (-0.47%)
VolumeN/A
Net Assets195.18B
OIERX vs VVIAX Comparison Chart in %
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OIERX vs. VVIAX commentary
Jul 29, 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 Buy and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OIERX (44B). 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 : 7.76 vs. OIERX (4.54). VVIAX return over 5 years is better than : 72.26 vs. OIERX (59.38).
OIERXVVIAXOIERX / VVIAX
Total Expense Ratio0.550.051,100%
Annual Report Gross Expense Ratio0.550.051,100%
Fund Existence14 years25 years-
Gain YTD8.0706.214130%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets44B195B23%
Annual Yield % from dividends1.812.1883%
Returns for 1 year4.547.7659%
Returns for 3 years19.0129.9663%
Returns for 5 years59.3872.2682%
Returns for 10 years111.33114.0698%
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