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OIEPX vs VIVAX
OIEPX vs VIVAX Comparison
Open Charts OIEPX vs VIVAX
JPMorgan Equity Income R3
Price$23.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.25B
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
OIEPX vs VIVAX Comparison Chart
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OIEPX vs. VIVAX commentary
May 11, 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: 184B vs. OIEPX (42.3B). VIVAX pays higher dividends than OIEPX: VIVAX (2.22) vs OIEPX (1.63). 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 : 4.58 vs. OIEPX (-0.45). VIVAX return over 5 years is better than : 72.65 vs. OIEPX (58.30).
| 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 | 0.121 | -0.685 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.3B | 184B | 23% |
| Annual Yield % from dividends | 1.63 | 2.22 | 73% |
| Returns for 1 year | -0.45 | 4.58 | -10% |
| Returns for 3 years | 10.94 | 21.42 | 51% |
| Returns for 5 years | 58.30 | 72.65 | 80% |
| Returns for 10 years | N/A | 97.37 | - |
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