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OIEFX vs VIVAX
OIEFX vs VIVAX Comparison
Open Charts OIEFX vs VIVAX
JPMorgan Equity Income R2
Price$25.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.30
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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OIEFX vs VIVAX Comparison Chart
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OIEFX vs. VIVAX commentary
Oct 18, 2024
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: 186B vs. OIEFX (47.3B). VIVAX pays higher dividends than OIEFX: VIVAX (2.25) vs OIEFX (1.49). OIEFX was incepted earlier than VIVAX: OIEFX (14 years) vs VIVAX (32 years). VIVAX is a more actively managed with annual turnover of: 10.00 vs. OIEFX (8.00). 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 : 29.16 vs. OIEFX (25.44). VIVAX return over 5 years is better than : 59.42 vs. OIEFX (52.28).
| OIEFX | VIVAX | OIEFX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 16.998 | 18.907 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.3B | 186B | 25% |
| Annual Yield % from dividends | 1.49 | 2.25 | 66% |
| Returns for 1 year | 25.44 | 29.16 | 87% |
| Returns for 3 years | 17.01 | 26.70 | 64% |
| Returns for 5 years | 52.28 | 59.42 | 88% |
| Returns for 10 years | 119.75 | 128.71 | 93% |
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