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OIERX vs VIVIX
OIERX vs VIVIX Comparison
Open Charts OIERX vs VIVIX
JPMorgan Equity Income R5
Price$25.10
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets43.61B
Vanguard Value Index I
Price$75.20
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
OIERX vs VIVIX Comparison Chart in %
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OIERX vs. VIVIX commentary
Dec 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 OIERX is a Hold and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 216B vs. OIERX (43.6B). VIVIX pays higher dividends than OIERX: VIVIX (2.05) vs OIERX (1.58). OIERX was incepted earlier than VIVIX: OIERX (15 years) vs VIVIX (28 years). OIERX (0.55) is less costly to investors than VIVIX (0.04). OIERX is a more actively managed with annual turnover of: 20.00 vs. VIVIX (9.00). OIERX has a lower initial minimum investment than VIVIX: OIERX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.39 vs. OIERX (4.88). VIVIX return over 5 years is better than : 64.94 vs. OIERX (39.03).
| OIERX | VIVIX | OIERX / VIVIX | |
| Total Expense Ratio | 0.55 | 0.04 | 1,375% |
| Annual Report Gross Expense Ratio | 0.55 | 0.04 | 1,375% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 6.346 | 13.976 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6B | 216B | 20% |
| Annual Yield % from dividends | 1.58 | 2.05 | 77% |
| Returns for 1 year | 4.88 | 12.39 | 39% |
| Returns for 3 years | 17.17 | 37.40 | 46% |
| Returns for 5 years | 39.03 | 64.94 | 60% |
| Returns for 10 years | 113.84 | 133.37 | 85% |
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