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OAKMX vs VIVAX
OAKMX vs VIVAX Comparison
Open Charts OAKMX vs VIVAX
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OAKMX vs VIVAX Comparison Chart
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OAKMX vs. VIVAX commentary
Dec 19, 2024
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.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OAKMX (24.9B). VIVAX pays higher dividends than OAKMX: VIVAX (2.25) vs OAKMX (0.92). OAKMX was incepted earlier than VIVAX: OAKMX (33 years) vs VIVAX (32 years). OAKMX is a more actively managed with annual turnover of: 52.00 vs. VIVAX (10.00). 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 : 18.51 vs. VIVAX (16.42). OAKMX return over 5 years is better than : 99.59 vs. VIVAX (44.64).
| OAKMX | VIVAX | OAKMX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | 17.656 | 16.008 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 195B | 13% |
| Annual Yield % from dividends | 0.92 | 2.25 | 41% |
| Returns for 1 year | 18.51 | 16.42 | 113% |
| Returns for 3 years | 36.00 | 20.48 | 176% |
| Returns for 5 years | 99.59 | 44.64 | 223% |
| Returns for 10 years | 140.64 | 104.82 | 134% |
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