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OIEIX vs VIVIX
OIEIX vs VIVIX Comparison
Open Charts OIEIX vs VIVIX
JPMorgan Equity Income A
Price$23.03
Change-$1.03 (-4.28%)
VolumeN/A
Net Assets44.06B
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
OIEIX vs VIVIX Comparison Chart
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OIEIX vs. VIVIX 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. OIEIX (44.1B). VIVIX pays higher dividends than OIEIX: VIVIX (2.27) vs OIEIX (1.55). OIEIX was incepted earlier than VIVIX: OIEIX (33 years) vs VIVIX (27 years). OIEIX (0.95) is less costly to investors than VIVIX (0.04). OIEIX is a more actively managed with annual turnover of: 20.00 vs. VIVIX (10.00). OIEIX has a lower initial minimum investment than VIVIX: OIEIX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.66 vs. OIEIX (2.99). VIVIX return over 5 years is better than : 101.66 vs. OIEIX (84.60).
| OIEIX | VIVIX | OIEIX / VIVIX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 3.185 | 2.421 | 132% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1B | 195B | 23% |
| Annual Yield % from dividends | 1.55 | 2.27 | 68% |
| 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 | 106.83 | 88% |
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