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OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$23.33
Change-$0.58 (-2.43%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OIEIX vs VIVAX Comparison Chart
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OIEIX vs. VIVAX commentary
Dec 19, 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 OIEIX is a Sell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OIEIX (45.1B). VIVAX pays higher dividends than OIEIX: VIVAX (2.25) vs OIEIX (1.71). OIEIX was incepted earlier than VIVAX: OIEIX (33 years) vs VIVAX (32 years). VIVAX is a more actively managed with annual turnover of: 10.00 vs. OIEIX (8.00). 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 : 12.68 vs. OIEIX (5.46). VIVAX return over 5 years is better than : 40.20 vs. OIEIX (30.86).
| OIEIX | VIVAX | OIEIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | 5.225 | 13.074 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 195B | 23% |
| Annual Yield % from dividends | 1.71 | 2.25 | 76% |
| Returns for 1 year | 5.46 | 12.68 | 43% |
| Returns for 3 years | 6.27 | 17.44 | 36% |
| Returns for 5 years | 30.86 | 40.20 | 77% |
| Returns for 10 years | 86.34 | 99.64 | 87% |
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