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OIEFX vs VIVAX
OIEFX vs VIVAX Comparison
Open Charts OIEFX vs VIVAX
JPMorgan Equity Income R2
Price$24.93
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets43.48B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
OIEFX vs VIVAX Comparison Chart in %
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OIEFX vs. VIVAX commentary
Aug 17, 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 OIEFX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. OIEFX (43.5B). VIVAX pays higher dividends than OIEFX: VIVAX (2.06) vs OIEFX (1.22). OIEFX was incepted earlier than VIVAX: OIEFX (14 years) vs VIVAX (33 years). OIEFX (1.21) is less costly to investors than VIVAX (0.17). OIEFX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). OIEFX has a lower initial minimum investment than VIVAX: OIEFX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. OIEFX (3.93). VIVAX return over 5 years is better than : 68.56 vs. OIEFX (50.80).
| OIEFX | VIVAX | OIEFX / VIVAX | |
| Total Expense Ratio | 1.21 | 0.17 | 712% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 7.913 | 6.512 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 196B | 22% |
| Annual Yield % from dividends | 1.22 | 2.06 | 59% |
| Returns for 1 year | 3.93 | 7.90 | 50% |
| Returns for 3 years | 12.41 | 25.93 | 48% |
| Returns for 5 years | 50.80 | 68.56 | 74% |
| Returns for 10 years | 100.23 | 114.64 | 87% |
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