OAKLX
Price
$84.91
Change
+$0.36 (+0.43%)
Updated
Nov 24 closing price
Net Assets
7.61B
VIVIX
Price
$72.45
Change
+$0.13 (+0.18%)
Updated
Nov 24 closing price
Net Assets
207.95B
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OAKLX vs VIVIX

Header iconOAKLX vs VIVIX Comparison
Open Charts OAKLX vs VIVIXBanner chart's image
Oakmark Select Investor
Price$84.91
Change+$0.36 (+0.43%)
VolumeN/A
Net Assets7.61B
Vanguard Value Index I
Price$72.45
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets207.95B
OAKLX vs VIVIX Comparison Chart in %
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OAKLX vs. VIVIX commentary
Nov 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 Hold and VIVIX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. OAKLX (7.61B). VIVIX pays higher dividends than OAKLX: VIVIX (2.10) 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). VIVIX annual gain was more profitable for investors over the last year : 3.04 vs. OAKLX (1.24). OAKLX return over 5 years is better than : 85.75 vs. VIVIX (58.97).
OAKLXVIVIXOAKLX / VIVIX
Total Expense Ratio0.990.042,475%
Annual Report Gross Expense Ratio0.990.042,475%
Fund Existence29 years27 years-
Gain YTD5.9529.61162%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.61B208B4%
Annual Yield % from dividends0.292.1014%
Returns for 1 year1.243.0441%
Returns for 3 years61.0128.07217%
Returns for 5 years85.7558.97145%
Returns for 10 years113.47123.4092%
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