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OAKLX vs VIVIX
OAKLX vs VIVIX Comparison
Open Charts OAKLX vs VIVIX
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
OAKLX vs VIVIX Comparison Chart
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OAKLX vs. VIVIX commentary
Jun 15, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. OAKLX (7.02B). VIVIX pays higher dividends than OAKLX: VIVIX (2.29) vs OAKLX (0.31). OAKLX was incepted earlier than VIVIX: OAKLX (29 years) vs VIVIX (27 years). OAKLX (0.99) is less costly to investors than VIVIX (0.04). OAKLX is a more actively managed with annual turnover of: 57.00 vs. VIVIX (9.00). OAKLX has a lower initial minimum investment than VIVIX: OAKLX (0) vs VIVIX (5000000). OAKLX annual gain was more profitable for investors over the last year : 18.03 vs. VIVIX (8.01). OAKLX return over 5 years is better than : 123.21 vs. VIVIX (72.56).
| OAKLX | VIVIX | OAKLX / VIVIX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 0.99 | 0.04 | 2,475% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | 1.285 | 2.452 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.02B | 189B | 4% |
| Annual Yield % from dividends | 0.31 | 2.29 | 14% |
| Returns for 1 year | 18.03 | 8.01 | 225% |
| Returns for 3 years | 59.25 | 32.19 | 184% |
| Returns for 5 years | 123.21 | 72.56 | 170% |
| Returns for 10 years | 98.89 | 103.54 | 96% |
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