Interact to see
Advertisement
Advertisement
OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$25.78
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets43.88B
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
OIEIX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OIEIX vs. VIVAX commentary
Nov 14, 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: 208B vs. OIEIX (43.9B). VIVAX pays higher dividends than OIEIX: VIVAX (1.98) vs OIEIX (1.38). 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 : 6.68 vs. OIEIX (0.55). VIVAX return over 5 years is better than : 66.34 vs. OIEIX (48.66).
| 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 | 12.763 | 11.965 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9B | 208B | 21% |
| Annual Yield % from dividends | 1.38 | 1.98 | 70% |
| Returns for 1 year | 0.55 | 6.68 | 8% |
| Returns for 3 years | 19.48 | 33.49 | 58% |
| Returns for 5 years | 48.66 | 66.34 | 73% |
| Returns for 10 years | 121.18 | 135.00 | 90% |