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OIEIX vs VIVAX
OIEIX vs VIVAX Comparison
Open Charts OIEIX vs VIVAX
JPMorgan Equity Income A
Price$26.26
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets43.73B
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
OIEIX vs VIVAX Comparison Chart in %
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OIEIX vs. VIVAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. OIEIX (43.7B). VIVAX pays higher dividends than OIEIX: VIVAX (1.93) vs OIEIX (1.26). 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 : 4.76 vs. OIEIX (-1.58). VIVAX return over 5 years is better than : 61.14 vs. OIEIX (45.05).
| 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 | 12.461 | 11.753 | 106% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7B | 208B | 21% |
| Annual Yield % from dividends | 1.26 | 1.93 | 66% |
| Returns for 1 year | -1.58 | 4.76 | -33% |
| Returns for 3 years | 16.76 | 29.79 | 56% |
| Returns for 5 years | 45.05 | 61.14 | 74% |
| Returns for 10 years | 114.53 | 127.21 | 90% |
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