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OIEIX vs VIVIX
OIEIX vs VIVIX Comparison
Open Charts OIEIX vs VIVIX
JPMorgan Equity Income A
Price$24.22
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets43.32B
Vanguard Value Index I
Price$68.18
Change+$0.41 (+0.60%)
VolumeN/A
Net Assets188.77B
OIEIX vs VIVIX Comparison Chart
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OIEIX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. OIEIX (43.3B). VIVIX pays higher dividends than OIEIX: VIVIX (2.29) vs OIEIX (1.51). 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 (9.00). 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 : 8.51 vs. OIEIX (4.28). VIVIX return over 5 years is better than : 72.92 vs. OIEIX (58.99).
| 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 | 3.735 | 2.664 | 140% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3B | 189B | 23% |
| Annual Yield % from dividends | 1.51 | 2.29 | 66% |
| Returns for 1 year | 4.28 | 8.51 | 50% |
| Returns for 3 years | 19.40 | 31.52 | 62% |
| Returns for 5 years | 58.99 | 72.92 | 81% |
| Returns for 10 years | 96.75 | 105.13 | 92% |
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