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OIEPX vs VIVIX
OIEPX vs VIVIX Comparison
Open Charts OIEPX vs VIVIX
JPMorgan Equity Income R3
Price$23.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.25B
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
OIEPX vs VIVIX Comparison Chart
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OIEPX vs. VIVIX commentary
May 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. OIEPX (42.3B). VIVIX pays higher dividends than OIEPX: VIVIX (2.35) vs OIEPX (1.63). 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 : 4.59 vs. OIEPX (-0.45). VIVIX return over 5 years is better than : 72.66 vs. OIEPX (58.30).
| 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 | 0.121 | -0.669 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.3B | 184B | 23% |
| Annual Yield % from dividends | 1.63 | 2.35 | 69% |
| Returns for 1 year | -0.45 | 4.59 | -10% |
| Returns for 3 years | 10.94 | 21.42 | 51% |
| Returns for 5 years | 58.30 | 72.66 | 80% |
| Returns for 10 years | N/A | 97.34 | - |
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