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OIERX vs VVIAX
OIERX vs VVIAX Comparison
Open Charts OIERX vs VVIAX
JPMorgan Equity Income R5
Price$25.98
Change-$0.15 (-0.57%)
VolumeN/A
Net Assets43.69B
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
OIERX vs VVIAX Comparison Chart in %
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OIERX vs. VVIAX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. OIERX (43.7B). VVIAX pays higher dividends than OIERX: VVIAX (2.10) vs OIERX (1.68). OIERX was incepted earlier than VVIAX: OIERX (15 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 : 7.74 vs. OIERX (4.51). VVIAX return over 5 years is better than : 70.16 vs. OIERX (57.07).
| 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 | 15 years | 25 years | - |
| Gain YTD | 9.764 | 7.850 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7B | 203B | 22% |
| Annual Yield % from dividends | 1.68 | 2.10 | 80% |
| Returns for 1 year | 4.51 | 7.74 | 58% |
| Returns for 3 years | 24.61 | 36.61 | 67% |
| Returns for 5 years | 57.07 | 70.16 | 81% |
| Returns for 10 years | 128.85 | 131.61 | 98% |