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OIEPX vs VIVAX
OIEPX vs VIVAX Comparison
Open Charts OIEPX vs VIVAX
JPMorgan Equity Income R3
Price$24.24
Change-$0.11 (-0.45%)
VolumeN/A
Net Assets43.57B
Vanguard Value Index I
Price$68.23
Change-$0.39 (-0.57%)
VolumeN/A
Net Assets188.77B
OIEPX vs VIVAX Comparison Chart in %
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OIEPX vs. VIVAX commentary
Jun 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: 189B vs. OIEPX (43.6B). VIVAX pays higher dividends than OIEPX: VIVAX (2.16) vs OIEPX (1.51). 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 : 8.95 vs. OIEPX (5.10). VIVAX return over 5 years is better than : 82.01 vs. OIEPX (64.76).
| 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 | 4.772 | 3.903 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6B | 189B | 23% |
| Annual Yield % from dividends | 1.51 | 2.16 | 70% |
| Returns for 1 year | 5.10 | 8.95 | 57% |
| Returns for 3 years | 18.03 | 31.74 | 57% |
| Returns for 5 years | 64.76 | 82.01 | 79% |
| Returns for 10 years | N/A | 107.55 | - |
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