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OAKLX vs VVIAX
OAKLX vs VVIAX Comparison
Open Charts OAKLX vs VVIAX
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
OAKLX vs VVIAX Comparison Chart
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OAKLX vs. VVIAX commentary
Apr 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: 191B vs. OAKLX (6.99B). VVIAX pays higher dividends than OAKLX: VVIAX (2.26) vs OAKLX (0.31). OAKLX was incepted earlier than VVIAX: OAKLX (28 years) vs VVIAX (24 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 (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 : 4.96 vs. VVIAX (3.38). OAKLX return over 5 years is better than : 140.99 vs. VVIAX (69.91).
| 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 | 28 years | 24 years | - |
| Gain YTD | -5.465 | -3.426 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 191B | 4% |
| Annual Yield % from dividends | 0.31 | 2.26 | 14% |
| Returns for 1 year | 4.96 | 3.38 | 147% |
| Returns for 3 years | 35.75 | 12.73 | 281% |
| Returns for 5 years | 140.99 | 69.91 | 202% |
| Returns for 10 years | 85.06 | 92.47 | 92% |
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