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OAKLX vs VIVIX
OAKLX vs VIVIX Comparison
Open Charts OAKLX vs VIVIX
OAKLX vs VIVIX Comparison Chart in %
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OAKLX vs. VIVIX commentary
Oct 09, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. OAKLX (7.53B). VIVIX pays higher dividends than OAKLX: VIVIX (2.09) vs OAKLX (0.29). 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 : 11.31 vs. VIVIX (7.93). OAKLX return over 5 years is better than : 110.71 vs. VIVIX (72.92).
| 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 | 4.629 | 10.612 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.53B | 208B | 4% |
| Annual Yield % from dividends | 0.29 | 2.09 | 14% |
| Returns for 1 year | 11.31 | 7.93 | 143% |
| Returns for 3 years | 72.53 | 48.92 | 148% |
| Returns for 5 years | 110.71 | 72.92 | 152% |
| Returns for 10 years | 119.04 | 132.60 | 90% |
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