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OIEJX vs VIVAX
OIEJX vs VIVAX Comparison
Open Charts OIEJX vs VIVAX
JPMorgan Equity Income R6
Price$25.81
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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OIEJX vs VIVAX Comparison Chart
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OIEJX vs. VIVAX commentary
Sep 21, 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 OIEJX is a StrongSell and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. OIEJX (46.4B). VIVAX pays higher dividends than OIEJX: VIVAX (2.25) vs OIEJX (2.12). OIEJX was incepted earlier than VIVAX: OIEJX (13 years) vs VIVAX (32 years). VIVAX is a more actively managed with annual turnover of: 10.00 vs. OIEJX (8.00). 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 : 20.39 vs. OIEJX (18.09). VIVAX return over 5 years is better than : 54.21 vs. OIEJX (51.08).
| OIEJX | VIVAX | OIEJX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 13.103 | 15.335 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.4B | 183B | 25% |
| Annual Yield % from dividends | 2.12 | 2.25 | 94% |
| Returns for 1 year | 18.09 | 20.39 | 89% |
| Returns for 3 years | 17.74 | 25.01 | 71% |
| Returns for 5 years | 51.08 | 54.21 | 94% |
| Returns for 10 years | 112.84 | 109.13 | 103% |
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