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OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$25.10
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets44.51B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OIEIX vs VIVAX Comparison Chart in %
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OIEIX vs. VIVAX commentary
Jul 07, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. OIEIX (44.5B). VIVAX pays higher dividends than OIEIX: VIVAX (2.06) vs OIEIX (1.47). OIEIX was incepted earlier than VIVAX: OIEIX (33 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 : 12.04 vs. OIEIX (8.68). VIVAX return over 5 years is better than : 80.14 vs. OIEIX (64.82).
| OIEIX | VIVAX | OIEIX / VIVAX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 8.050 | 6.209 | 130% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 189B | 24% |
| Annual Yield % from dividends | 1.47 | 2.06 | 72% |
| Returns for 1 year | 8.68 | 12.04 | 72% |
| Returns for 3 years | 22.51 | 35.16 | 64% |
| Returns for 5 years | 64.82 | 80.14 | 81% |
| Returns for 10 years | 106.27 | 115.74 | 92% |
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