Ad is loading...
OIEJX vs VIVAX
OIEJX vs VIVAX Comparison
Open Charts OIEJX vs VIVAX
JPMorgan Equity Income R6
Price$23.85
Change+$0.12 (+0.51%)
VolumeN/A
Net Assets42.07B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
OIEJX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIEJX vs. VIVAX commentary
May 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: 184B vs. OIEJX (42.1B). VIVAX pays higher dividends than OIEJX: VIVAX (2.22) vs OIEJX (2.08). OIEJX was incepted earlier than VIVAX: OIEJX (13 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 : 5.12 vs. OIEJX (0.58). VIVAX return over 5 years is better than : 72.17 vs. OIEJX (61.12).
| OIEJX | VIVAX | OIEJX / VIVAX | |
| Total Expense Ratio | 0.45 | 0.17 | 265% |
| Annual Report Gross Expense Ratio | 0.45 | 0.17 | 265% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | -0.228 | -0.958 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.1B | 184B | 23% |
| Annual Yield % from dividends | 2.08 | 2.22 | 94% |
| Returns for 1 year | 0.58 | 5.12 | 11% |
| Returns for 3 years | 8.86 | 20.66 | 43% |
| Returns for 5 years | 61.12 | 72.17 | 85% |
| Returns for 10 years | 93.98 | 96.24 | 98% |
View a ticker or compare two or three
VS
VS
Ad is loading...