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OAKMX vs VIVAX
OAKMX vs VIVAX Comparison
Open Charts OAKMX vs VIVAX
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
OAKMX vs VIVAX Comparison Chart
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OAKMX vs. VIVAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. OAKMX (23.5B). VIVAX pays higher dividends than OAKMX: VIVAX (2.25) vs OAKMX (0.92). OAKMX was incepted earlier than VIVAX: OAKMX (34 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 : 22.10 vs. VIVAX (16.70). OAKMX return over 5 years is better than : 113.16 vs. VIVAX (50.84).
| OAKMX | VIVAX | OAKMX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 32 years | - |
| Gain YTD | 5.895 | 3.906 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 184B | 13% |
| Annual Yield % from dividends | 0.92 | 2.25 | 41% |
| Returns for 1 year | 22.10 | 16.70 | 132% |
| Returns for 3 years | 38.92 | 21.04 | 185% |
| Returns for 5 years | 113.16 | 50.84 | 223% |
| Returns for 10 years | 159.19 | 114.28 | 139% |