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OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$25.37
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets42.51B
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
OIEIX vs VIVAX Comparison Chart in %
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OIEIX vs. VIVAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. OIEIX (42.5B). VIVAX pays higher dividends than OIEIX: VIVAX (1.98) vs OIEIX (1.38). 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 : 5.05 vs. OIEIX (-1.41). VIVAX return over 5 years is better than : 62.93 vs. OIEIX (45.00).
| 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 | 9.694 | 9.329 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.5B | 208B | 20% |
| Annual Yield % from dividends | 1.38 | 1.98 | 70% |
| Returns for 1 year | -1.41 | 5.05 | -28% |
| Returns for 3 years | 16.53 | 30.23 | 55% |
| Returns for 5 years | 45.00 | 62.93 | 72% |
| Returns for 10 years | 108.95 | 123.10 | 89% |
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