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OAKLX vs VIVAX
OAKLX vs VIVAX Comparison
Open Charts OAKLX vs VIVAX
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
OAKLX vs VIVAX Comparison Chart
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OAKLX vs. VIVAX commentary
Apr 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 OAKLX is a StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OAKLX (6.99B). VIVAX pays higher dividends than OAKLX: VIVAX (2.14) vs OAKLX (0.31). OAKLX was incepted earlier than VIVAX: OAKLX (28 years) vs VIVAX (32 years). OAKLX (0.99) is less costly to investors than VIVAX (0.17). OAKLX is a more actively managed with annual turnover of: 57.00 vs. VIVAX (10.00). OAKLX has a lower initial minimum investment than VIVAX: OAKLX (0) vs VIVAX (3000). OAKLX annual gain was more profitable for investors over the last year : 8.37 vs. VIVAX (7.66). OAKLX return over 5 years is better than : 195.15 vs. VIVAX (101.66).
| OAKLX | VIVAX | OAKLX / VIVAX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | -0.212 | 2.419 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 195B | 4% |
| Annual Yield % from dividends | 0.31 | 2.14 | 15% |
| Returns for 1 year | 8.37 | 7.66 | 109% |
| Returns for 3 years | 32.37 | 17.34 | 187% |
| Returns for 5 years | 195.15 | 101.66 | 192% |
| Returns for 10 years | 98.98 | 106.90 | 93% |
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