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OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$22.91
Change+$0.29 (+1.28%)
VolumeN/A
Net Assets41.13B
Vanguard Value Index I
Price$64.41
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
OIEIX vs VIVAX Comparison Chart
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OIEIX vs. VIVAX commentary
Apr 25, 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 OIEIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. OIEIX (41.1B). VIVAX pays higher dividends than OIEIX: VIVAX (2.14) vs OIEIX (1.55). OIEIX was incepted earlier than VIVAX: OIEIX (33 years) vs VIVAX (33 years). OIEIX (0.95) is less costly to investors than VIVAX (0.17). OIEIX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (10.00). OIEIX has a lower initial minimum investment than VIVAX: OIEIX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 3.39 vs. OIEIX (-2.27). VIVAX return over 5 years is better than : 69.89 vs. OIEIX (56.07).
| OIEIX | VIVAX | OIEIX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | -2.990 | -3.426 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1B | 191B | 22% |
| Annual Yield % from dividends | 1.55 | 2.14 | 73% |
| Returns for 1 year | -2.27 | 3.39 | -67% |
| Returns for 3 years | 2.83 | 12.71 | 22% |
| Returns for 5 years | 56.07 | 69.89 | 80% |
| Returns for 10 years | 82.29 | 92.45 | 89% |
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