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OAKMX vs VIVAX
OAKMX vs VIVAX Comparison
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OAKMX vs VIVAX Comparison Chart in %
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OAKMX vs. VIVAX commentary
Oct 07, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. OAKMX (24.7B). VIVAX pays higher dividends than OAKMX: VIVAX (1.97) vs OAKMX (1.02). 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 : 10.98 vs. VIVAX (7.50). OAKMX return over 5 years is better than : 127.88 vs. VIVAX (75.61).
| OAKMX | VIVAX | OAKMX / VIVAX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | 9.103 | 10.859 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 208B | 12% |
| Annual Yield % from dividends | 1.02 | 1.97 | 52% |
| Returns for 1 year | 10.98 | 7.50 | 146% |
| Returns for 3 years | 73.41 | 49.25 | 149% |
| Returns for 5 years | 127.88 | 75.61 | 169% |
| Returns for 10 years | 167.96 | 133.20 | 126% |
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