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OIERX vs VIVAX
OIERX vs VIVAX Comparison
Open Charts OIERX vs VIVAX
JPMorgan Equity Income R5
Price$25.98
Change-$0.15 (-0.57%)
VolumeN/A
Net Assets43.69B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
OIERX vs VIVAX Comparison Chart in %
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OIERX vs. VIVAX commentary
Sep 09, 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 OIERX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. OIERX (43.7B). VIVAX pays higher dividends than OIERX: VIVAX (1.99) vs OIERX (1.68). OIERX was incepted earlier than VIVAX: OIERX (15 years) vs VIVAX (33 years). OIERX (0.55) is less costly to investors than VIVAX (0.17). OIERX is a more actively managed with annual turnover of: 20.00 vs. VIVAX (9.00). OIERX has a lower initial minimum investment than VIVAX: OIERX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.74 vs. OIERX (4.51). VIVAX return over 5 years is better than : 70.18 vs. OIERX (57.07).
| OIERX | VIVAX | OIERX / VIVAX | |
| Total Expense Ratio | 0.55 | 0.17 | 324% |
| Annual Report Gross Expense Ratio | 0.55 | 0.17 | 324% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 9.764 | 7.845 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7B | 203B | 22% |
| Annual Yield % from dividends | 1.68 | 1.99 | 84% |
| Returns for 1 year | 4.51 | 7.74 | 58% |
| Returns for 3 years | 24.61 | 36.63 | 67% |
| Returns for 5 years | 57.07 | 70.18 | 81% |
| Returns for 10 years | 128.85 | 131.64 | 98% |
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