OAKMX
Price
$158.10
Change
-$3.10 (-1.92%)
Updated
Aug 1 closing price
Net Assets
24.05B
VIVAX
Price
$68.50
Change
-$0.59 (-0.85%)
Updated
Aug 1 closing price
Net Assets
195.18B
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OAKMX vs VIVAX

Header iconOAKMX vs VIVAX Comparison
Open Charts OAKMX vs VIVAXBanner chart's image
Oakmark Investor
Price$158.10
Change-$3.10 (-1.92%)
VolumeN/A
Net Assets24.05B
Vanguard Value Index I
Price$68.50
Change-$0.59 (-0.85%)
VolumeN/A
Net Assets195.18B
OAKMX vs VIVAX Comparison Chart in %
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OAKMX vs. VIVAX commentary
Aug 02, 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 OAKMX is a Hold and VIVAX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OAKMX (24.1B). VIVAX pays higher dividends than OAKMX: VIVAX (2.06) vs OAKMX (1.05). OAKMX was incepted earlier than VIVAX: OAKMX (34 years) vs VIVAX (33 years). OAKMX (0.89) is less costly to investors than VIVAX (0.17). OAKMX is a more actively managed with annual turnover of: 42.00 vs. VIVAX (9.00). OAKMX has a lower initial minimum investment than VIVAX: OAKMX (0) vs VIVAX (3000). OAKMX annual gain was more profitable for investors over the last year : 8.68 vs. VIVAX (6.60). OAKMX return over 5 years is better than : 129.92 vs. VIVAX (71.83).
OAKMXVIVAXOAKMX / VIVAX
Total Expense Ratio0.890.17524%
Annual Report Gross Expense Ratio0.890.17524%
Fund Existence34 years33 years-
Gain YTD3.9114.63484%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.1B195B12%
Annual Yield % from dividends1.052.0651%
Returns for 1 year8.686.60132%
Returns for 3 years55.5529.52188%
Returns for 5 years129.9271.83181%
Returns for 10 years146.53112.08131%
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