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OIEPX vs VIVAX
OIEPX vs VIVAX Comparison
Open Charts OIEPX vs VIVAX
JPMorgan Equity Income R3
Price$26.11
Change-$0.08 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
OIEPX vs VIVAX Comparison Chart
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OIEPX vs. VIVAX commentary
Nov 18, 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 OIEPX is a Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. OIEPX (47B). VIVAX pays higher dividends than OIEPX: VIVAX (2.25) vs OIEPX (1.71). OIEPX was incepted earlier than VIVAX: OIEPX (8 years) vs VIVAX (32 years). VIVAX is a more actively managed with annual turnover of: 10.00 vs. OIEPX (8.00). OIEPX has a lower initial minimum investment than VIVAX: OIEPX (0) vs VIVAX (3000). VIVAX (25.55) and OIEPX (24.46) have marching annual gain over last year. VIVAX (50.81) and OIEPX (49.46) have equivalent 5 years return.
| OIEPX | VIVAX | OIEPX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 17.664 | 17.912 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47B | 184B | 26% |
| Annual Yield % from dividends | 1.71 | 2.25 | 76% |
| Returns for 1 year | 24.46 | 25.55 | 96% |
| Returns for 3 years | 14.63 | 21.58 | 68% |
| Returns for 5 years | 49.46 | 50.81 | 97% |
| Returns for 10 years | N/A | 110.46 | - |
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