Ad is loading...
OIEJX vs VIVIX
OIEJX vs VIVIX Comparison
Open Charts OIEJX vs VIVIX
JPMorgan Equity Income R6
Price$23.85
Change+$0.12 (+0.51%)
VolumeN/A
Net Assets42.07B
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
OIEJX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OIEJX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. OIEJX (42.1B). VIVIX pays higher dividends than OIEJX: VIVIX (2.35) vs OIEJX (2.08). OIEJX was incepted earlier than VIVIX: OIEJX (13 years) vs VIVIX (27 years). OIEJX (0.45) is less costly to investors than VIVIX (0.04). OIEJX is a more actively managed with annual turnover of: 20.00 vs. VIVIX (9.00). VIVIX has a lower initial minimum investment than OIEJX: VIVIX (5000000) vs OIEJX (15000000). VIVIX annual gain was more profitable for investors over the last year : 5.12 vs. OIEJX (0.58). VIVIX return over 5 years is better than : 72.19 vs. OIEJX (61.12).
| OIEJX | VIVIX | OIEJX / VIVIX | |
| Total Expense Ratio | 0.45 | 0.04 | 1,125% |
| Annual Report Gross Expense Ratio | 0.45 | 0.04 | 1,125% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -0.228 | -0.942 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.1B | 184B | 23% |
| Annual Yield % from dividends | 2.08 | 2.35 | 88% |
| Returns for 1 year | 0.58 | 5.12 | 11% |
| Returns for 3 years | 8.86 | 20.66 | 43% |
| Returns for 5 years | 61.12 | 72.19 | 85% |
| Returns for 10 years | 93.98 | 96.21 | 98% |
View a ticker or compare two or three
VS
VS
Ad is loading...