Ad is loading...
OIERX vs VIVIX
OIERX vs VIVIX Comparison
Open Charts OIERX vs VIVIX
JPMorgan Equity Income R5
Price$25.83
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
OIERX vs VIVIX Comparison Chart
Loading...
OIERX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. OIERX (46.4B). VIVIX pays higher dividends than OIERX: VIVIX (2.37) vs OIERX (2.03). OIERX was incepted earlier than VIVIX: OIERX (14 years) vs VIVIX (26 years). VIVIX is a more actively managed with annual turnover of: 10.00 vs. OIERX (8.00). OIERX has a lower initial minimum investment than VIVIX: OIERX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 24.01 vs. OIERX (20.73). VIVIX return over 5 years is better than : 55.47 vs. OIERX (51.61).
| OIERX | VIVIX | OIERX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 13.853 | 16.286 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.4B | 183B | 25% |
| Annual Yield % from dividends | 2.03 | 2.37 | 86% |
| Returns for 1 year | 20.73 | 24.01 | 86% |
| Returns for 3 years | 20.26 | 28.27 | 72% |
| Returns for 5 years | 51.61 | 55.47 | 93% |
| Returns for 10 years | 116.20 | 114.02 | 102% |
View a ticker or compare two or three
VS
VS
Ad is loading...