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OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$24.22
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets43.32B
Vanguard Value Index I
Price$68.19
Change+$0.40 (+0.59%)
VolumeN/A
Net Assets188.77B
OIEIX vs VIVAX Comparison Chart
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OIEIX vs. VIVAX commentary
Jun 13, 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: 189B vs. OIEIX (43.3B). VIVAX pays higher dividends than OIEIX: VIVAX (2.16) vs OIEIX (1.51). 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 : 8.52 vs. OIEIX (4.28). VIVAX return over 5 years is better than : 72.94 vs. OIEIX (58.99).
| 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 | 3.735 | 2.646 | 141% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3B | 189B | 23% |
| Annual Yield % from dividends | 1.51 | 2.16 | 70% |
| Returns for 1 year | 4.28 | 8.52 | 50% |
| Returns for 3 years | 19.40 | 31.54 | 62% |
| Returns for 5 years | 58.99 | 72.94 | 81% |
| Returns for 10 years | 96.75 | 105.22 | 92% |
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