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OAKLX vs VIVIX
OAKLX vs VIVIX Comparison
Open Charts OAKLX vs VIVIX
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
OAKLX vs VIVIX Comparison Chart
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OAKLX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. OAKLX (7.08B). VIVIX pays higher dividends than OAKLX: VIVIX (2.37) vs OAKLX (0.48). OAKLX was incepted earlier than VIVIX: OAKLX (28 years) vs VIVIX (27 years). OAKLX is a more actively managed with annual turnover of: 70.00 vs. VIVIX (10.00). 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 : 22.85 vs. VIVIX (18.21). OAKLX return over 5 years is better than : 84.67 vs. VIVIX (44.19).
| OAKLX | VIVIX | OAKLX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 2.346 | 3.211 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.08B | 184B | 4% |
| Annual Yield % from dividends | 0.48 | 2.37 | 20% |
| Returns for 1 year | 22.85 | 18.21 | 126% |
| Returns for 3 years | 28.41 | 18.46 | 154% |
| Returns for 5 years | 84.67 | 44.19 | 192% |
| Returns for 10 years | 113.71 | 111.13 | 102% |
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