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OIEPX vs VIVAX
OIEPX vs VIVAX Comparison
Open Charts OIEPX vs VIVAX
JPMorgan Equity Income R3
Price$24.64
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets45.88B
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
OIEPX vs VIVAX Comparison Chart
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OIEPX vs. VIVAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. OIEPX (45.9B). 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 annual gain was more profitable for investors over the last year : 16.70 vs. OIEPX (11.47). VIVAX return over 5 years is better than : 50.84 vs. OIEPX (40.63).
| 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 | 5.457 | 3.906 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.9B | 184B | 25% |
| Annual Yield % from dividends | 1.71 | 2.25 | 76% |
| Returns for 1 year | 11.47 | 16.70 | 69% |
| Returns for 3 years | 9.96 | 21.04 | 47% |
| Returns for 5 years | 40.63 | 50.84 | 80% |
| Returns for 10 years | N/A | 114.28 | - |
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