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OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$23.03
Change-$1.03 (-4.28%)
VolumeN/A
Net Assets44.06B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
OIEIX vs VIVAX Comparison Chart
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OIEIX vs. VIVAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OIEIX (44.1B). VIVAX pays higher dividends than OIEIX: VIVAX (2.14) vs OIEIX (1.55). OIEIX was incepted earlier than VIVAX: OIEIX (33 years) vs VIVAX (32 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 : 7.66 vs. OIEIX (2.99). VIVAX return over 5 years is better than : 101.66 vs. OIEIX (84.60).
| 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 | 32 years | - |
| Gain YTD | 3.185 | 2.419 | 132% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1B | 195B | 23% |
| Annual Yield % from dividends | 1.55 | 2.14 | 73% |
| Returns for 1 year | 2.99 | 7.66 | 39% |
| Returns for 3 years | 6.99 | 17.34 | 40% |
| Returns for 5 years | 84.60 | 101.66 | 83% |
| Returns for 10 years | 93.90 | 106.90 | 88% |
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