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OIEPX vs VIVIX
OIEPX vs VIVIX Comparison
Open Charts OIEPX vs VIVIX
JPMorgan Equity Income R3
Price$24.90
Change+$0.16 (+0.65%)
VolumeN/A
Net Assets43.69B
Vanguard Value Index I
Price$69.38
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets195.18B
OIEPX vs VIVIX Comparison Chart in %
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OIEPX vs. VIVIX commentary
Jul 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 Hold and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. OIEPX (43.7B). VIVIX pays higher dividends than OIEPX: VIVIX (2.19) vs OIEPX (1.48). 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 : 5.70 vs. OIEPX (2.16). VIVIX return over 5 years is better than : 71.03 vs. OIEPX (56.41).
| 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 | 6.593 | 4.593 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7B | 195B | 22% |
| Annual Yield % from dividends | 1.48 | 2.19 | 67% |
| Returns for 1 year | 2.16 | 5.70 | 38% |
| Returns for 3 years | 23.00 | 35.08 | 66% |
| Returns for 5 years | 56.41 | 71.03 | 79% |
| Returns for 10 years | N/A | 108.36 | - |
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