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OIEIX vs VIVIX
OIEIX vs VIVIX Comparison
Open Charts OIEIX vs VIVIX
JPMorgan Equity Income A
Price$26.13
Change-$0.09 (-0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.70
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
OIEIX vs VIVIX Comparison Chart
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OIEIX vs. VIVIX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. OIEIX (47B). VIVIX pays higher dividends than OIEIX: VIVIX (2.37) vs OIEIX (1.71). OIEIX was incepted earlier than VIVIX: OIEIX (33 years) vs VIVIX (26 years). VIVIX is a more actively managed with annual turnover of: 10.00 vs. OIEIX (8.00). OIEIX has a lower initial minimum investment than VIVIX: OIEIX (1000) vs VIVIX (5000000). VIVIX (25.54) and OIEIX (24.44) have marching annual gain over last year. VIVIX (50.79) and OIEIX (49.47) have equivalent 5 years return.
| OIEIX | VIVIX | OIEIX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | 17.651 | 17.922 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47B | 184B | 26% |
| Annual Yield % from dividends | 1.71 | 2.37 | 72% |
| Returns for 1 year | 24.44 | 25.54 | 96% |
| Returns for 3 years | 14.57 | 21.57 | 68% |
| Returns for 5 years | 49.47 | 50.79 | 97% |
| Returns for 10 years | 108.34 | 110.50 | 98% |