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OIEQX vs VIVAX
OIEQX vs VIVAX Comparison
Open Charts OIEQX vs VIVAX
JPMorgan Equity Income R4
Price$25.17
Change-$0.06 (-0.24%)
VolumeN/A
Net Assets42.91B
Vanguard Value Index I
Price$69.13
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.18B
OIEQX vs VIVAX Comparison Chart in %
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OIEQX vs. VIVAX commentary
Aug 06, 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 OIEQX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OIEQX (42.9B). VIVAX pays higher dividends than OIEQX: VIVAX (2.06) vs OIEQX (1.65). OIEQX was incepted earlier than VIVAX: OIEQX (9 years) vs VIVAX (33 years). OIEQX (0.70) is less costly to investors than VIVAX (0.17). OIEQX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). OIEQX has a lower initial minimum investment than VIVAX: OIEQX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 10.83 vs. OIEQX (7.34). VIVAX return over 5 years is better than : 69.39 vs. OIEQX (55.96).
| OIEQX | VIVAX | OIEQX / VIVAX | |
| Total Expense Ratio | 0.70 | 0.17 | 412% |
| Annual Report Gross Expense Ratio | 0.70 | 0.17 | 412% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 6.521 | 4.679 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.9B | 195B | 22% |
| Annual Yield % from dividends | 1.65 | 2.06 | 80% |
| Returns for 1 year | 7.34 | 10.83 | 68% |
| Returns for 3 years | 17.18 | 29.09 | 59% |
| Returns for 5 years | 55.96 | 69.39 | 81% |
| Returns for 10 years | N/A | 113.02 | - |
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