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OAKLX vs VVIAX
OAKLX vs VVIAX Comparison
Open Charts OAKLX vs VVIAX
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
OAKLX vs VVIAX Comparison Chart
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OAKLX vs. VVIAX commentary
Apr 04, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B 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 : 8.37 vs. VVIAX (7.67). OAKLX return over 5 years is better than : 195.15 vs. VVIAX (101.69).
| 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 | -0.212 | 2.421 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 195B | 4% |
| Annual Yield % from dividends | 0.31 | 2.26 | 14% |
| Returns for 1 year | 8.37 | 7.67 | 109% |
| Returns for 3 years | 32.37 | 17.36 | 186% |
| Returns for 5 years | 195.15 | 101.69 | 192% |
| Returns for 10 years | 98.98 | 106.86 | 93% |
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