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OAKLX vs VVIAX
OAKLX vs VVIAX Comparison
Open Charts OAKLX vs VVIAX
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OAKLX vs VVIAX Comparison Chart in %
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OAKLX vs. VVIAX commentary
Jul 05, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OAKLX (7.3B). VVIAX pays higher dividends than OAKLX: VVIAX (2.18) vs OAKLX (0.30). OAKLX was incepted earlier than VVIAX: OAKLX (29 years) vs VVIAX (25 years). OAKLX (0.99) is less costly to investors than VVIAX (0.05). OAKLX is a more actively managed with annual turnover of: 57.00 vs. VVIAX (9.00). OAKLX has a lower initial minimum investment than VVIAX: OAKLX (0) vs VVIAX (3000). OAKLX annual gain was more profitable for investors over the last year : 19.55 vs. VVIAX (12.03). OAKLX return over 5 years is better than : 132.18 vs. VVIAX (80.13).
| OAKLX | VVIAX | OAKLX / VVIAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 4.579 | 6.198 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.3B | 189B | 4% |
| Annual Yield % from dividends | 0.30 | 2.18 | 14% |
| Returns for 1 year | 19.55 | 12.03 | 162% |
| Returns for 3 years | 64.94 | 35.17 | 185% |
| Returns for 5 years | 132.18 | 80.13 | 165% |
| Returns for 10 years | 111.85 | 115.67 | 97% |
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