Interact to see
Advertisement
Advertisement
OIEJX vs VIVIX
OIEJX vs VIVIX Comparison
Open Charts OIEJX vs VIVIX
JPMorgan Equity Income R6
Price$25.92
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets43.69B
Vanguard Value Index I
Price$71.06
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
OIEJX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OIEJX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. OIEJX (43.7B). VIVIX pays higher dividends than OIEJX: VIVIX (2.11) vs OIEJX (1.77). OIEJX was incepted earlier than VIVIX: OIEJX (14 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 : 9.12 vs. OIEJX (5.62). VIVIX return over 5 years is better than : 71.22 vs. OIEJX (58.41).
| 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 | 14 years | 27 years | - |
| Gain YTD | 9.676 | 7.866 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7B | 203B | 22% |
| Annual Yield % from dividends | 1.77 | 2.11 | 84% |
| Returns for 1 year | 5.62 | 9.12 | 62% |
| Returns for 3 years | 20.72 | 32.01 | 65% |
| Returns for 5 years | 58.41 | 71.22 | 82% |
| Returns for 10 years | 131.81 | 133.20 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement