OAKMX
Price
$153.80
Change
-$0.55 (-0.36%)
Updated
Jun 4 closing price
Net Assets
23.24B
VIVAX
Price
$66.86
Change
-$0.13 (-0.19%)
Updated
Jun 5 closing price
Net Assets
188.77B
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OAKMX vs VIVAX

Header iconOAKMX vs VIVAX Comparison
Open Charts OAKMX vs VIVAXBanner chart's image
Oakmark Investor
Price$153.80
Change-$0.55 (-0.36%)
VolumeN/A
Net Assets23.24B
Vanguard Value Index I
Price$66.86
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
OAKMX vs VIVAX Comparison Chart
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OAKMX vs. VIVAX commentary
Jun 06, 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.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. OAKMX (23.2B). VIVAX pays higher dividends than OAKMX: VIVAX (2.16) vs OAKMX (1.10). 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 : 11.83 vs. VIVAX (6.90). OAKMX return over 5 years is better than : 112.18 vs. VIVAX (59.01).
OAKMXVIVAXOAKMX / VIVAX
Total Expense Ratio0.890.17524%
Annual Report Gross Expense Ratio0.890.17524%
Fund Existence34 years33 years-
Gain YTD1.0841.43476%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.2B189B12%
Annual Yield % from dividends1.102.1651%
Returns for 1 year11.836.90171%
Returns for 3 years44.6520.08222%
Returns for 5 years112.1859.01190%
Returns for 10 years135.57103.66131%
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