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OAKMX vs VIVAX
OAKMX vs VIVAX Comparison
Open Charts OAKMX vs VIVAX
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
OAKMX vs VIVAX Comparison Chart
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OAKMX vs. VIVAX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OAKMX (23.7B). VIVAX pays higher dividends than OAKMX: VIVAX (2.14) vs OAKMX (1.10). OAKMX was incepted earlier than VIVAX: OAKMX (34 years) vs VIVAX (32 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 (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 : 8.37 vs. VIVAX (7.66). OAKMX return over 5 years is better than : 203.84 vs. VIVAX (101.66).
| 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 | 32 years | - |
| Gain YTD | 1.899 | 2.419 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 195B | 12% |
| Annual Yield % from dividends | 1.10 | 2.14 | 52% |
| Returns for 1 year | 8.37 | 7.66 | 109% |
| Returns for 3 years | 35.38 | 17.34 | 204% |
| Returns for 5 years | 203.84 | 101.66 | 201% |
| Returns for 10 years | 141.10 | 106.90 | 132% |
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