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OIEFX vs VIVAX
OIEFX vs VIVAX Comparison
Open Charts OIEFX vs VIVAX
JPMorgan Equity Income R2
Price$23.18
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets42.07B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
OIEFX vs VIVAX Comparison Chart
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OIEFX vs. VIVAX commentary
May 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 OIEFX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. OIEFX (42.1B). VIVAX pays higher dividends than OIEFX: VIVAX (2.22) vs OIEFX (1.39). OIEFX was incepted earlier than VIVAX: OIEFX (14 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 : 5.12 vs. OIEFX (-0.76). VIVAX return over 5 years is better than : 72.17 vs. OIEFX (55.14).
| OIEFX | VIVAX | OIEFX / VIVAX | |
| Total Expense Ratio | 1.21 | 0.17 | 712% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | -0.910 | -0.958 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.1B | 184B | 23% |
| Annual Yield % from dividends | 1.39 | 2.22 | 63% |
| Returns for 1 year | -0.76 | 5.12 | -15% |
| Returns for 3 years | 6.17 | 20.66 | 30% |
| Returns for 5 years | 55.14 | 72.17 | 76% |
| Returns for 10 years | 81.52 | 96.24 | 85% |
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