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OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$25.09
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
OIEIX vs VIVAX Comparison Chart in %
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OIEIX vs. VIVAX commentary
Aug 18, 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 OIEIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. OIEIX (43.5B). VIVAX pays higher dividends than OIEIX: VIVAX (2.06) vs OIEIX (1.45). OIEIX was incepted earlier than VIVAX: OIEIX (34 years) vs VIVAX (33 years). OIEIX (0.95) is less costly to investors than VIVAX (0.17). OIEIX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). OIEIX has a lower initial minimum investment than VIVAX: OIEIX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. OIEIX (4.25). VIVAX return over 5 years is better than : 68.56 vs. OIEIX (52.49).
| OIEIX | VIVAX | OIEIX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | 8.110 | 6.512 | 125% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 196B | 22% |
| Annual Yield % from dividends | 1.45 | 2.06 | 71% |
| Returns for 1 year | 4.25 | 7.90 | 54% |
| Returns for 3 years | 13.21 | 25.93 | 51% |
| Returns for 5 years | 52.49 | 68.56 | 77% |
| Returns for 10 years | 104.46 | 114.64 | 91% |
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