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OIEFX vs VIVAX
OIEFX vs VIVAX Comparison
Open Charts OIEFX vs VIVAX
JPMorgan Equity Income R2
Price$25.37
Change+$0.17 (+0.67%)
VolumeN/A
Net Assets43.95B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
OIEFX vs VIVAX Comparison Chart in %
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OIEFX vs. VIVAX commentary
Sep 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 OIEFX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. OIEFX (43.9B). VIVAX pays higher dividends than OIEFX: VIVAX (1.99) vs OIEFX (1.13). OIEFX was incepted earlier than VIVAX: OIEFX (15 years) vs VIVAX (33 years). OIEFX (1.21) is less costly to investors than VIVAX (0.17). OIEFX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). OIEFX has a lower initial minimum investment than VIVAX: OIEFX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.74 vs. OIEFX (4.25). VIVAX return over 5 years is better than : 70.18 vs. OIEFX (53.41).
| OIEFX | VIVAX | OIEFX / VIVAX | |
| Total Expense Ratio | 1.21 | 0.17 | 712% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 9.929 | 7.845 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9B | 203B | 22% |
| Annual Yield % from dividends | 1.13 | 1.99 | 57% |
| Returns for 1 year | 4.25 | 7.74 | 55% |
| Returns for 3 years | 22.89 | 36.63 | 62% |
| Returns for 5 years | 53.41 | 70.18 | 76% |
| Returns for 10 years | 117.39 | 131.64 | 89% |