Interact to see
Advertisement
Advertisement
OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$25.09
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets43.61B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
OIEIX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OIEIX vs. VIVAX commentary
Aug 17, 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: 196B vs. OIEIX (43.6B). VIVAX pays higher dividends than OIEIX: VIVAX (2.06) vs OIEIX (1.45). OIEIX was incepted earlier than VIVAX: OIEIX (34 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 (9.00). 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 : 7.90 vs. OIEIX (4.55). VIVAX return over 5 years is better than : 68.56 vs. OIEIX (52.91).
| OIEIX | VIVAX | OIEIX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | 8.412 | 6.512 | 129% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6B | 196B | 22% |
| Annual Yield % from dividends | 1.45 | 2.06 | 71% |
| Returns for 1 year | 4.55 | 7.90 | 58% |
| Returns for 3 years | 13.53 | 25.93 | 52% |
| Returns for 5 years | 52.91 | 68.56 | 77% |
| Returns for 10 years | 105.03 | 114.64 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement