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OIERX vs VIVAX
OIERX vs VIVAX Comparison
Open Charts OIERX vs VIVAX
JPMorgan Equity Income R5
Price$25.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.79B
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
OIERX vs VIVAX Comparison Chart in %
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OIERX vs. VIVAX commentary
Aug 08, 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 OIERX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. OIERX (42.8B). VIVAX pays higher dividends than OIERX: VIVAX (2.06) vs OIERX (1.79). OIERX was incepted earlier than VIVAX: OIERX (14 years) vs VIVAX (33 years). OIERX (0.55) is less costly to investors than VIVAX (0.17). OIERX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). OIERX has a lower initial minimum investment than VIVAX: OIERX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 10.52 vs. OIERX (7.00). VIVAX return over 5 years is better than : 67.38 vs. OIERX (54.77).
| OIERX | VIVAX | OIERX / VIVAX | |
| Total Expense Ratio | 0.55 | 0.17 | 324% |
| Annual Report Gross Expense Ratio | 0.55 | 0.17 | 324% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 6.392 | 4.604 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8B | 196B | 22% |
| Annual Yield % from dividends | 1.79 | 2.06 | 87% |
| Returns for 1 year | 7.00 | 10.52 | 67% |
| Returns for 3 years | 17.37 | 28.85 | 60% |
| Returns for 5 years | 54.77 | 67.38 | 81% |
| Returns for 10 years | 107.91 | 109.96 | 98% |
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