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OAKLX vs VVIAX
OAKLX vs VVIAX Comparison
Open Charts OAKLX vs VVIAX
Vanguard Value Index Adm
Price$65.92
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets183.65B
OAKLX vs VVIAX Comparison Chart
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OAKLX vs. VVIAX commentary
May 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OAKLX (6.81B). VVIAX pays higher dividends than OAKLX: VVIAX (2.34) vs OAKLX (0.32). 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 : 10.04 vs. VVIAX (5.52). OAKLX return over 5 years is better than : 129.49 vs. VVIAX (74.27).
| 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 | -2.396 | -0.154 | 1,556% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.81B | 184B | 4% |
| Annual Yield % from dividends | 0.32 | 2.34 | 14% |
| Returns for 1 year | 10.04 | 5.52 | 182% |
| Returns for 3 years | 45.72 | 20.90 | 219% |
| Returns for 5 years | 129.49 | 74.27 | 174% |
| Returns for 10 years | 90.97 | 98.21 | 93% |
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