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OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$24.24
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets45.48B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
OIEIX vs VIVAX Comparison Chart
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OIEIX vs. VIVAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. OIEIX (45.5B). 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 : 18.19 vs. OIEIX (11.38). VIVAX return over 5 years is better than : 44.18 vs. OIEIX (33.60).
| 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 | 3.545 | 3.194 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.5B | 184B | 25% |
| Annual Yield % from dividends | 1.71 | 2.25 | 76% |
| Returns for 1 year | 11.38 | 18.19 | 63% |
| Returns for 3 years | 7.41 | 18.46 | 40% |
| Returns for 5 years | 33.60 | 44.18 | 76% |
| Returns for 10 years | 97.24 | 111.10 | 88% |
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