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OAKLX vs VIVAX
OAKLX vs VIVAX Comparison
Open Charts OAKLX vs VIVAX
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
OAKLX vs VIVAX Comparison Chart
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OAKLX vs. VIVAX commentary
Feb 23, 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 Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. OAKLX (7.44B). VIVAX pays higher dividends than OAKLX: VIVAX (2.25) vs OAKLX (0.48). OAKLX was incepted earlier than VIVAX: OAKLX (28 years) vs VIVAX (32 years). OAKLX is a more actively managed with annual turnover of: 70.00 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 : 17.53 vs. VIVAX (13.43). OAKLX return over 5 years is better than : 90.66 vs. VIVAX (47.22).
| OAKLX | VIVAX | OAKLX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | 3.357 | 4.148 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.44B | 193B | 4% |
| Annual Yield % from dividends | 0.48 | 2.25 | 21% |
| Returns for 1 year | 17.53 | 13.43 | 131% |
| Returns for 3 years | 37.29 | 23.92 | 156% |
| Returns for 5 years | 90.66 | 47.22 | 192% |
| Returns for 10 years | 101.99 | 105.56 | 97% |
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