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OAKLX vs VIVAX
OAKLX vs VIVAX Comparison
Open Charts OAKLX vs VIVAX
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OAKLX vs VIVAX Comparison Chart in %
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OAKLX vs. VIVAX commentary
Jul 05, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. OAKLX (7.3B). VIVAX pays higher dividends than OAKLX: VIVAX (2.06) vs OAKLX (0.30). OAKLX was incepted earlier than VIVAX: OAKLX (29 years) vs VIVAX (33 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 (9.00). 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 : 19.55 vs. VIVAX (12.04). OAKLX return over 5 years is better than : 132.18 vs. VIVAX (80.14).
| OAKLX | VIVAX | OAKLX / VIVAX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 4.579 | 6.209 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.3B | 189B | 4% |
| Annual Yield % from dividends | 0.30 | 2.06 | 14% |
| Returns for 1 year | 19.55 | 12.04 | 162% |
| Returns for 3 years | 64.94 | 35.16 | 185% |
| Returns for 5 years | 132.18 | 80.14 | 165% |
| Returns for 10 years | 111.85 | 115.74 | 97% |
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