Ad is loading...
OIERX vs VIVAX
OIERX vs VIVAX Comparison
Open Charts OIERX vs VIVAX
JPMorgan Equity Income R5
Price$25.83
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
OIERX vs VIVAX Comparison Chart
Loading...
OIERX vs. VIVAX commentary
Sep 21, 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 OIERX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. OIERX (46.4B). VIVAX pays higher dividends than OIERX: VIVAX (2.25) vs OIERX (2.03). OIERX was incepted earlier than VIVAX: OIERX (14 years) vs VIVAX (32 years). VIVAX is a more actively managed with annual turnover of: 10.00 vs. OIERX (8.00). 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 : 23.98 vs. OIERX (20.73). VIVAX return over 5 years is better than : 55.44 vs. OIERX (51.61).
| OIERX | VIVAX | OIERX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 13.853 | 16.261 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.4B | 183B | 25% |
| Annual Yield % from dividends | 2.03 | 2.25 | 90% |
| Returns for 1 year | 20.73 | 23.98 | 86% |
| Returns for 3 years | 20.26 | 28.28 | 72% |
| Returns for 5 years | 51.61 | 55.44 | 93% |
| Returns for 10 years | 116.20 | 113.95 | 102% |