Interact to see
Advertisement
Advertisement
OAKLX vs VIVAX
OAKLX vs VIVAX Comparison
Open Charts OAKLX vs VIVAX
Vanguard Value Index I
Price$65.93
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets183.65B
OAKLX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OAKLX vs. VIVAX commentary
May 25, 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: 184B vs. OAKLX (6.81B). VIVAX pays higher dividends than OAKLX: VIVAX (2.22) vs OAKLX (0.32). 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 : 10.04 vs. VIVAX (5.49). OAKLX return over 5 years is better than : 129.49 vs. VIVAX (74.23).
| 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 | -2.396 | -0.171 | 1,405% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.81B | 184B | 4% |
| Annual Yield % from dividends | 0.32 | 2.22 | 15% |
| Returns for 1 year | 10.04 | 5.49 | 183% |
| Returns for 3 years | 45.72 | 20.89 | 219% |
| Returns for 5 years | 129.49 | 74.23 | 174% |
| Returns for 10 years | 90.97 | 98.22 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement