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OIEPX vs VIVIX
OIEPX vs VIVIX Comparison
Open Charts OIEPX vs VIVIX
JPMorgan Equity Income R3
Price$24.49
Change-$0.27 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.30
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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OIEPX vs VIVIX Comparison Chart
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OIEPX vs. VIVIX commentary
Sep 08, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. OIEPX (45.2B). VIVIX pays higher dividends than OIEPX: VIVIX (2.37) vs OIEPX (1.71). OIEPX was incepted earlier than VIVIX: OIEPX (8 years) vs VIVIX (26 years). VIVIX is a more actively managed with annual turnover of: 10.00 vs. OIEPX (8.00). 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 : 19.30 vs. OIEPX (16.61). VIVIX return over 5 years is better than : 53.51 vs. OIEPX (47.68).
| OIEPX | VIVIX | OIEPX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 11.348 | 13.506 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.2B | 183B | 25% |
| Annual Yield % from dividends | 1.71 | 2.37 | 72% |
| Returns for 1 year | 16.61 | 19.30 | 86% |
| Returns for 3 years | 12.41 | 19.68 | 63% |
| Returns for 5 years | 47.68 | 53.51 | 89% |
| Returns for 10 years | N/A | 107.57 | - |
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