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OIEPX vs VIVAX
OIEPX vs VIVAX Comparison
Open Charts OIEPX vs VIVAX
JPMorgan Equity Income R3
Price$23.30
Change-$0.58 (-2.43%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OIEPX vs VIVAX Comparison Chart
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OIEPX vs. VIVAX commentary
Dec 19, 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 Sell and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OIEPX (45.1B). 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 : 16.42 vs. OIEPX (8.77). VIVAX return over 5 years is better than : 44.64 vs. OIEPX (34.67).
| 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 | 7.800 | 16.008 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 195B | 23% |
| Annual Yield % from dividends | 1.71 | 2.25 | 76% |
| Returns for 1 year | 8.77 | 16.42 | 53% |
| Returns for 3 years | 8.87 | 20.48 | 43% |
| Returns for 5 years | 34.67 | 44.64 | 78% |
| Returns for 10 years | N/A | 104.82 | - |
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