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OAKLX vs VIVAX
OAKLX vs VIVAX Comparison
Open Charts OAKLX vs VIVAX
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
OAKLX vs VIVAX Comparison Chart
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OAKLX vs. VIVAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. OAKLX (7.08B). 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 : 22.85 vs. VIVAX (18.19). OAKLX return over 5 years is better than : 84.67 vs. VIVAX (44.18).
| 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 | 2.346 | 3.194 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.08B | 184B | 4% |
| Annual Yield % from dividends | 0.48 | 2.25 | 21% |
| Returns for 1 year | 22.85 | 18.19 | 126% |
| Returns for 3 years | 28.41 | 18.46 | 154% |
| Returns for 5 years | 84.67 | 44.18 | 192% |
| Returns for 10 years | 113.71 | 111.10 | 102% |
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