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OIEPX vs VIVAX
OIEPX vs VIVAX Comparison
Open Charts OIEPX vs VIVAX
JPMorgan Equity Income R3
Price$25.11
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets43.97B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
OIEPX vs VIVAX Comparison Chart in %
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OIEPX vs. VIVAX commentary
Jul 27, 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 OIEPX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OIEPX (44B). VIVAX pays higher dividends than OIEPX: VIVAX (2.06) vs OIEPX (1.48). OIEPX was incepted earlier than VIVAX: OIEPX (9 years) vs VIVAX (33 years). OIEPX (0.95) is less costly to investors than VIVAX (0.17). OIEPX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). OIEPX has a lower initial minimum investment than VIVAX: OIEPX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. OIEPX (5.79). VIVAX return over 5 years is better than : 74.87 vs. OIEPX (58.66).
| OIEPX | VIVAX | OIEPX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 8.187 | 6.724 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44B | 195B | 23% |
| Annual Yield % from dividends | 1.48 | 2.06 | 72% |
| Returns for 1 year | 5.79 | 9.76 | 59% |
| Returns for 3 years | 21.48 | 34.31 | 63% |
| Returns for 5 years | 58.66 | 74.87 | 78% |
| Returns for 10 years | N/A | 116.32 | - |