Ad is loading...
OIEIX vs VIVIX
OIEIX vs VIVIX Comparison
Open Charts OIEIX vs VIVIX
JPMorgan Equity Income A
Price$24.24
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets45.48B
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
OIEIX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIEIX vs. VIVIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. OIEIX (45.5B). VIVIX pays higher dividends than OIEIX: VIVIX (2.37) vs OIEIX (1.71). OIEIX was incepted earlier than VIVIX: OIEIX (33 years) vs VIVIX (27 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 annual gain was more profitable for investors over the last year : 18.21 vs. OIEIX (11.38). VIVIX return over 5 years is better than : 44.19 vs. OIEIX (33.60).
| OIEIX | VIVIX | OIEIX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 3.545 | 3.211 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.5B | 184B | 25% |
| Annual Yield % from dividends | 1.71 | 2.37 | 72% |
| Returns for 1 year | 11.38 | 18.21 | 63% |
| Returns for 3 years | 7.41 | 18.46 | 40% |
| Returns for 5 years | 33.60 | 44.19 | 76% |
| Returns for 10 years | 97.24 | 111.13 | 88% |
View a ticker or compare two or three
VS
VS
Ad is loading...