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OAKMX vs VIVIX
OAKMX vs VIVIX Comparison
Open Charts OAKMX vs VIVIX
Vanguard Value Index I
Price$68.48
Change-$0.59 (-0.85%)
VolumeN/A
Net Assets195.18B
OAKMX vs VIVIX Comparison Chart in %
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OAKMX vs. VIVIX commentary
Aug 02, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. OAKMX (24.1B). VIVIX pays higher dividends than OAKMX: VIVIX (2.19) vs OAKMX (1.05). 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 (9.00). 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 : 8.68 vs. VIVIX (6.61). OAKMX return over 5 years is better than : 129.92 vs. VIVIX (71.85).
| OAKMX | VIVIX | OAKMX / VIVIX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 0.89 | 0.04 | 2,225% |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | 3.911 | 4.654 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 195B | 12% |
| Annual Yield % from dividends | 1.05 | 2.19 | 48% |
| Returns for 1 year | 8.68 | 6.61 | 131% |
| Returns for 3 years | 55.55 | 29.52 | 188% |
| Returns for 5 years | 129.92 | 71.85 | 181% |
| Returns for 10 years | 146.53 | 112.05 | 131% |
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