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OAKLX vs VIVIX
OAKLX vs VIVIX Comparison
Open Charts OAKLX vs VIVIX
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
OAKLX vs VIVIX Comparison Chart
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OAKLX vs. VIVIX commentary
Apr 04, 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 StrongBuy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B 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 : 8.37 vs. VIVIX (7.66). OAKLX return over 5 years is better than : 195.15 vs. VIVIX (101.66).
| 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 | -0.212 | 2.421 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 195B | 4% |
| Annual Yield % from dividends | 0.31 | 2.27 | 14% |
| Returns for 1 year | 8.37 | 7.66 | 109% |
| Returns for 3 years | 32.37 | 17.34 | 187% |
| Returns for 5 years | 195.15 | 101.66 | 192% |
| Returns for 10 years | 98.98 | 106.83 | 93% |
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