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OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$23.59
Change-$0.48 (-1.99%)
VolumeN/A
Net Assets43.52B
Vanguard Value Index I
Price$66.29
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
OIEIX vs VIVAX Comparison Chart
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OIEIX vs. VIVAX commentary
May 22, 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: 184B vs. OIEIX (43.5B). VIVAX pays higher dividends than OIEIX: VIVAX (2.22) vs OIEIX (1.63). 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 (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 : 6.24 vs. OIEIX (1.82). VIVAX return over 5 years is better than : 78.41 vs. OIEIX (64.04).
| 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 | 3.341 | 2.222 | 150% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 184B | 24% |
| Annual Yield % from dividends | 1.63 | 2.22 | 73% |
| Returns for 1 year | 1.82 | 6.24 | 29% |
| Returns for 3 years | 16.19 | 26.44 | 61% |
| Returns for 5 years | 64.04 | 78.41 | 82% |
| Returns for 10 years | 92.68 | 100.98 | 92% |
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