OIEIX Fund Comparisons

OIEIX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VTV, IWD, VIVAX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
OIEIX
Name
JPMorgan Equity Income Fund
Type
Mutual Fund
Originator
JPMorgan
Asset class
equity
Net expense ratio
0.95%
AUM
$43.6B

Comparable Funds

FundQuant reviewed 1,850 active searchable funds, 389 ETFs, 1,459 mutual funds and returned 3 comparable funds for OIEIX.

  1. VTV - Vanguard Value Index Fund (1940 Act ETF; Vanguard; equity; Closest Fit; fit score 89)
  2. IWD - iShares Russell 1000 Value ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 89)
  3. VIVAX - Vanguard Value Index Fund (Mutual Fund; Vanguard; equity; Closest Fit; fit score 90)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/OIEIX/comps