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OAKLX vs VVIAX
OAKLX vs VVIAX Comparison
Open Charts OAKLX vs VVIAX
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
OAKLX vs VVIAX Comparison Chart
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OAKLX vs. VVIAX commentary
Feb 23, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. OAKLX (7.44B). VVIAX pays higher dividends than OAKLX: VVIAX (2.36) vs OAKLX (0.48). OAKLX was incepted earlier than VVIAX: OAKLX (28 years) vs VVIAX (24 years). OAKLX is a more actively managed with annual turnover of: 70.00 vs. VVIAX (10.00). 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 : 17.53 vs. VVIAX (14.79). OAKLX return over 5 years is better than : 90.66 vs. VVIAX (48.95).
| OAKLX | VVIAX | OAKLX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 3.357 | 5.391 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.44B | 193B | 4% |
| Annual Yield % from dividends | 0.48 | 2.36 | 20% |
| Returns for 1 year | 17.53 | 14.79 | 119% |
| Returns for 3 years | 37.29 | 25.40 | 147% |
| Returns for 5 years | 90.66 | 48.95 | 185% |
| Returns for 10 years | 101.99 | 107.97 | 94% |
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