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OIEPX vs VIVIX
OIEPX vs VIVIX Comparison
Open Charts OIEPX vs VIVIX
JPMorgan Equity Income R3
Price$25.66
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets44.01B
Vanguard Value Index I
Price$72.23
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets202.84B
OIEPX vs VIVIX Comparison Chart in %
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OIEPX vs. VIVIX commentary
Sep 18, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. OIEPX (44B). VIVIX pays higher dividends than OIEPX: VIVIX (2.11) vs OIEPX (1.36). OIEPX was incepted earlier than VIVIX: OIEPX (9 years) vs VIVIX (27 years). OIEPX (0.95) is less costly to investors than VIVIX (0.04). OIEPX is a more actively managed with annual turnover of: 20.00 vs. VIVIX (9.00). OIEPX has a lower initial minimum investment than VIVIX: OIEPX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 6.87 vs. OIEPX (3.19). VIVIX return over 5 years is better than : 73.52 vs. OIEPX (56.58).
| OIEPX | VIVIX | OIEPX / VIVIX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 10.322 | 8.972 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44B | 203B | 22% |
| Annual Yield % from dividends | 1.36 | 2.11 | 64% |
| Returns for 1 year | 3.19 | 6.87 | 46% |
| Returns for 3 years | 24.00 | 38.36 | 63% |
| Returns for 5 years | 56.58 | 73.52 | 77% |
| Returns for 10 years | N/A | 137.92 | - |
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