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OAKMX vs VIVAX
OAKMX vs VIVAX Comparison
Open Charts OAKMX vs VIVAX
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
OAKMX vs VIVAX Comparison Chart in %
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OAKMX vs. VIVAX commentary
Nov 20, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. OAKMX (24.4B). VIVAX pays higher dividends than OAKMX: VIVAX (1.98) vs OAKMX (1.04). 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). VIVAX annual gain was more profitable for investors over the last year : 5.05 vs. OAKMX (2.41). OAKMX return over 5 years is better than : 97.28 vs. VIVAX (62.93).
| 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 | 4.942 | 9.329 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 208B | 12% |
| Annual Yield % from dividends | 1.04 | 1.98 | 53% |
| Returns for 1 year | 2.41 | 5.05 | 48% |
| Returns for 3 years | 53.31 | 30.23 | 176% |
| Returns for 5 years | 97.28 | 62.93 | 155% |
| Returns for 10 years | 149.05 | 123.10 | 121% |
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