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OIEPX vs VIVAX
OIEPX vs VIVAX Comparison
Open Charts OIEPX vs VIVAX
JPMorgan Equity Income R3
Price$23.77
Change-$0.39 (-1.61%)
VolumeN/A
Net Assets44.64B
Vanguard Value Index I
Price$67.23
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
OIEPX vs VIVAX Comparison Chart
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OIEPX vs. VIVAX commentary
Mar 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 Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OIEPX (44.6B). VIVAX pays higher dividends than OIEPX: VIVAX (2.08) vs OIEPX (1.49). 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 : 10.43 vs. OIEPX (5.09). VIVAX return over 5 years is better than : 80.70 vs. OIEPX (65.56).
| 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 | 3.566 | 3.043 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.6B | 195B | 23% |
| Annual Yield % from dividends | 1.49 | 2.08 | 72% |
| Returns for 1 year | 5.09 | 10.43 | 49% |
| Returns for 3 years | 12.74 | 23.34 | 55% |
| Returns for 5 years | 65.56 | 80.70 | 81% |
| Returns for 10 years | N/A | 109.82 | - |