OAKMX
Price
$166.57
Change
+$0.66 (+0.40%)
Updated
Aug 27 closing price
Net Assets
24.05B
VIVAX
Price
$71.44
Change
+$0.22 (+0.31%)
Updated
Aug 27 closing price
Net Assets
195.81B
Interact to see
Advertisement

OAKMX vs VIVAX

Header iconOAKMX vs VIVAX Comparison
Open Charts OAKMX vs VIVAXBanner chart's image
Oakmark Investor
Price$166.57
Change+$0.66 (+0.40%)
VolumeN/A
Net Assets24.05B
Vanguard Value Index I
Price$71.44
Change+$0.22 (+0.31%)
VolumeN/A
Net Assets195.81B
OAKMX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OAKMX vs. VIVAX commentary
Aug 28, 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: 196B 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 : 12.71 vs. VIVAX (7.00). OAKMX return over 5 years is better than : 123.65 vs. VIVAX (68.64).
OAKMXVIVAXOAKMX / VIVAX
Total Expense Ratio0.890.17524%
Annual Report Gross Expense Ratio0.890.17524%
Fund Existence34 years33 years-
Gain YTD9.4777.860121%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.1B196B12%
Annual Yield % from dividends1.052.0651%
Returns for 1 year12.717.00182%
Returns for 3 years61.6032.62189%
Returns for 5 years123.6568.64180%
Returns for 10 years172.01129.59133%
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 %
OHI42.630.64
+1.52%
Omega Healthcare Investors
AGM207.091.08
+0.52%
Federal Agricultural Mortgage Corp
PNNT7.17N/A
N/A
Pennant Investment Corp
ASPC10.30-0.01
-0.10%
A Spac III Acquisition Corp
CDT1.43-0.12
-7.74%
CDT Equity Inc