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OIEPX vs VIVIX
OIEPX vs VIVIX Comparison
Open Charts OIEPX vs VIVIX
JPMorgan Equity Income R3
Price$25.04
Change+$0.17 (+0.68%)
VolumeN/A
Net Assets44.03B
Vanguard Value Index I
Price$69.98
Change+$0.43 (+0.62%)
VolumeN/A
Net Assets195.18B
OIEPX vs VIVIX Comparison Chart in %
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OIEPX vs. VIVIX commentary
Jul 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: 195B vs. OIEPX (44B). 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 : 10.10 vs. OIEPX (6.59). VIVIX return over 5 years is better than : 78.40 vs. OIEPX (62.83).
| 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 | 7.153 | 5.381 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44B | 195B | 23% |
| Annual Yield % from dividends | 1.48 | 2.19 | 67% |
| Returns for 1 year | 6.59 | 10.10 | 65% |
| Returns for 3 years | 22.54 | 34.99 | 64% |
| Returns for 5 years | 62.83 | 78.40 | 80% |
| Returns for 10 years | N/A | 111.07 | - |
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