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OAKMX vs VIVAX
OAKMX vs VIVAX Comparison
Open Charts OAKMX vs VIVAX
Vanguard Value Index I
Price$68.85
Change-$0.64 (-0.92%)
VolumeN/A
Net Assets192.55B
OAKMX vs VIVAX Comparison Chart
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OAKMX vs. VIVAX commentary
Mar 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. OAKMX (24.5B). 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 (14.33) and VIVAX (13.65) have marching annual gain over last year. OAKMX return over 5 years is better than : 119.78 vs. VIVAX (59.90).
| 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 | 2.852 | 5.192 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 193B | 13% |
| Annual Yield % from dividends | 0.92 | 2.25 | 41% |
| Returns for 1 year | 14.33 | 13.65 | 105% |
| Returns for 3 years | 41.22 | 23.08 | 179% |
| Returns for 5 years | 119.78 | 59.90 | 200% |
| Returns for 10 years | 142.70 | 112.89 | 126% |
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