Interact to see
Advertisement
Advertisement
OIEJX vs VIVAX
OIEJX vs VIVAX Comparison
Open Charts OIEJX vs VIVAX
JPMorgan Equity Income R6
Price$25.92
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets43.69B
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
OIEJX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OIEJX vs. VIVAX commentary
Sep 09, 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 OIEJX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. OIEJX (43.7B). VIVAX pays higher dividends than OIEJX: VIVAX (1.99) vs OIEJX (1.77). OIEJX was incepted earlier than VIVAX: OIEJX (14 years) vs VIVAX (33 years). OIEJX (0.45) is less costly to investors than VIVAX (0.17). OIEJX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than OIEJX: VIVAX (3000) vs OIEJX (15000000). VIVAX annual gain was more profitable for investors over the last year : 9.13 vs. OIEJX (5.62). VIVAX return over 5 years is better than : 71.24 vs. OIEJX (58.41).
| OIEJX | VIVAX | OIEJX / VIVAX | |
| Total Expense Ratio | 0.45 | 0.17 | 265% |
| Annual Report Gross Expense Ratio | 0.45 | 0.17 | 265% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 9.676 | 7.845 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7B | 203B | 22% |
| Annual Yield % from dividends | 1.77 | 1.99 | 89% |
| Returns for 1 year | 5.62 | 9.13 | 62% |
| Returns for 3 years | 20.72 | 32.03 | 65% |
| Returns for 5 years | 58.41 | 71.24 | 82% |
| Returns for 10 years | 131.81 | 133.23 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement