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OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$24.58
Change-$0.28 (-1.13%)
VolumeN/A
Net Assets45.58B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
OIEIX vs VIVAX Comparison Chart
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OIEIX vs. VIVAX commentary
Feb 23, 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 Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. OIEIX (45.6B). 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 : 13.43 vs. OIEIX (8.12). VIVAX return over 5 years is better than : 47.22 vs. OIEIX (36.41).
| 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 | 5.110 | 4.148 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.6B | 193B | 24% |
| Annual Yield % from dividends | 1.71 | 2.25 | 76% |
| Returns for 1 year | 8.12 | 13.43 | 60% |
| Returns for 3 years | 12.20 | 23.92 | 51% |
| Returns for 5 years | 36.41 | 47.22 | 77% |
| Returns for 10 years | 93.79 | 105.56 | 89% |
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