Interact to see
Advertisement
Advertisement
OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$25.14
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets43.97B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
OIEIX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OIEIX vs. VIVAX commentary
Jul 28, 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: 195B vs. OIEIX (44B). 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 : 9.76 vs. OIEIX (5.83). VIVAX return over 5 years is better than : 74.87 vs. OIEIX (58.74).
| 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 | 8.222 | 6.724 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44B | 195B | 23% |
| Annual Yield % from dividends | 1.47 | 2.06 | 72% |
| Returns for 1 year | 5.83 | 9.76 | 60% |
| Returns for 3 years | 21.57 | 34.31 | 63% |
| Returns for 5 years | 58.74 | 74.87 | 78% |
| Returns for 10 years | 106.00 | 116.32 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement