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OAKLX vs VIVIX
OAKLX vs VIVIX Comparison
Open Charts OAKLX vs VIVIX
Vanguard Value Index I
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
OAKLX vs VIVIX Comparison Chart
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OAKLX vs. VIVIX commentary
Apr 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. OAKLX (6.99B). VIVIX pays higher dividends than OAKLX: VIVIX (2.27) vs OAKLX (0.31). OAKLX was incepted earlier than VIVIX: OAKLX (28 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 (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 : 4.96 vs. VIVIX (3.40). OAKLX return over 5 years is better than : 140.99 vs. VIVIX (69.91).
| 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 | 28 years | 27 years | - |
| Gain YTD | -5.465 | -3.411 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 191B | 4% |
| Annual Yield % from dividends | 0.31 | 2.27 | 14% |
| Returns for 1 year | 4.96 | 3.40 | 146% |
| Returns for 3 years | 35.75 | 12.73 | 281% |
| Returns for 5 years | 140.99 | 69.91 | 202% |
| Returns for 10 years | 85.06 | 92.47 | 92% |
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