OAKMX
Price
$160.27
Change
+$1.14 (+0.72%)
Updated
Jun 27 closing price
Net Assets
23.24B
VIVAX
Price
$68.95
Change
+$0.24 (+0.35%)
Updated
Jun 27 closing price
Net Assets
188.77B
Interact to see
Advertisement

OAKMX vs VIVAX

Header iconOAKMX vs VIVAX Comparison
Open Charts OAKMX vs VIVAXBanner chart's image
Oakmark Investor
Price$160.27
Change+$1.14 (+0.72%)
VolumeN/A
Net Assets23.24B
Vanguard Value Index I
Price$68.95
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
OAKMX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OAKMX vs. VIVAX commentary
Jun 30, 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 Buy and VIVAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. OAKMX (23.2B). VIVAX pays higher dividends than OAKMX: VIVAX (2.16) vs OAKMX (1.10). 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 : 16.07 vs. VIVAX (10.56). OAKMX return over 5 years is better than : 148.88 vs. VIVAX (82.89).
OAKMXVIVAXOAKMX / VIVAX
Total Expense Ratio0.890.17524%
Annual Report Gross Expense Ratio0.890.17524%
Fund Existence34 years33 years-
Gain YTD5.3374.402121%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.2B189B12%
Annual Yield % from dividends1.102.1651%
Returns for 1 year16.0710.56152%
Returns for 3 years67.1733.24202%
Returns for 5 years148.8882.89180%
Returns for 10 years151.01112.46134%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TDC21.920.19
+0.87%
TERADATA Corp
DTSS1.99N/A
N/A
Datasea
WTTR8.77-0.06
-0.68%
Select Water Solutions
PUK25.20-0.29
-1.14%
Prudential PLC
BFLY1.96-0.06
-2.97%
Butterfly Network