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OIEPX vs VIVAX
OIEPX vs VIVAX Comparison
Open Charts OIEPX vs VIVAX
JPMorgan Equity Income R3
Price$22.78
Change+$1.47 (+6.90%)
VolumeN/A
Net Assets41.63B
Vanguard Value Index I
Price$62.27
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
OIEPX vs VIVAX Comparison Chart
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OIEPX vs. VIVAX commentary
Apr 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: 191B vs. OIEPX (41.6B). VIVAX pays higher dividends than OIEPX: VIVAX (2.14) vs OIEPX (1.55). OIEPX was incepted earlier than VIVAX: OIEPX (9 years) vs VIVAX (32 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 (10.00). 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 : -4.28 vs. OIEPX (-8.82). VIVAX return over 5 years is better than : 58.34 vs. OIEPX (45.55).
| 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 | 32 years | - |
| Gain YTD | -8.530 | -9.134 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.6B | 191B | 22% |
| Annual Yield % from dividends | 1.55 | 2.14 | 73% |
| Returns for 1 year | -8.82 | -4.28 | 206% |
| Returns for 3 years | -6.00 | 3.07 | -195% |
| Returns for 5 years | 45.55 | 58.34 | 78% |
| Returns for 10 years | N/A | 81.51 | - |
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