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OIEJX vs VIVAX
OIEJX vs VIVAX Comparison
Open Charts OIEJX vs VIVAX
JPMorgan Equity Income R6
Price$26.39
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets44.13B
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
OIEJX vs VIVAX Comparison Chart in %
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OIEJX vs. VIVAX commentary
Sep 29, 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 OIEJX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. OIEJX (44.1B). VIVAX pays higher dividends than OIEJX: VIVAX (1.99) vs OIEJX (1.77). OIEJX was incepted earlier than VIVAX: OIEJX (14 years) vs VIVAX (33 years). OIEJX (0.45) is less costly to investors than VIVAX (0.17). OIEJX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than OIEJX: VIVAX (3000) vs OIEJX (15000000). VIVAX annual gain was more profitable for investors over the last year : 7.64 vs. OIEJX (4.22). VIVAX return over 5 years is better than : 81.78 vs. OIEJX (65.92).
| OIEJX | VIVAX | OIEJX / VIVAX | |
| Total Expense Ratio | 0.45 | 0.17 | 265% |
| Annual Report Gross Expense Ratio | 0.45 | 0.17 | 265% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 11.837 | 10.222 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1B | 203B | 22% |
| Annual Yield % from dividends | 1.77 | 1.99 | 89% |
| Returns for 1 year | 4.22 | 7.64 | 55% |
| Returns for 3 years | 35.68 | 50.22 | 71% |
| Returns for 5 years | 65.92 | 81.78 | 81% |
| Returns for 10 years | 142.63 | 147.68 | 97% |
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