OAKMX
Price
$152.12
Change
-$2.57 (-1.66%)
Updated
Mar 10 closing price
Net Assets
24.54B
VIVIX
Price
$67.22
Change
-$0.84 (-1.23%)
Updated
Mar 10 closing price
Net Assets
195.24B
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OAKMX vs VIVIX

Header iconOAKMX vs VIVIX Comparison
Open Charts OAKMX vs VIVIXBanner chart's image
Oakmark Investor
Price$152.12
Change-$2.57 (-1.66%)
VolumeN/A
Net Assets24.54B
Vanguard Value Index I
Price$67.22
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
OAKMX vs VIVIX Comparison Chart
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OAKMX vs. VIVIX commentary
Mar 11, 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 VIVIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. OAKMX (24.5B). VIVIX pays higher dividends than OAKMX: VIVIX (2.20) vs OAKMX (1.07). OAKMX was incepted earlier than VIVIX: OAKMX (34 years) vs VIVIX (27 years). OAKMX (0.89) is less costly to investors than VIVIX (0.04). OAKMX is a more actively managed with annual turnover of: 42.00 vs. VIVIX (10.00). OAKMX has a lower initial minimum investment than VIVIX: OAKMX (0) vs VIVIX (5000000). OAKMX annual gain was more profitable for investors over the last year : 12.06 vs. VIVIX (10.22). OAKMX return over 5 years is better than : 134.48 vs. VIVIX (64.64).
OAKMXVIVIXOAKMX / VIVIX
Total Expense Ratio0.890.042,225%
Annual Report Gross Expense Ratio0.890.042,225%
Fund Existence34 years27 years-
Gain YTD1.6693.07454%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.5B195B13%
Annual Yield % from dividends1.072.2048%
Returns for 1 year12.0610.22118%
Returns for 3 years44.5124.25184%
Returns for 5 years134.4864.64208%
Returns for 10 years144.26111.18130%
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