Ad is loading...
OAKMX vs VIVIX
OAKMX vs VIVIX Comparison
Open Charts OAKMX vs VIVIX
Vanguard Value Index I
Price$67.22
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
OAKMX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 1.669 | 3.074 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 195B | 13% |
| Annual Yield % from dividends | 1.07 | 2.20 | 48% |
| Returns for 1 year | 12.06 | 10.22 | 118% |
| Returns for 3 years | 44.51 | 24.25 | 184% |
| Returns for 5 years | 134.48 | 64.64 | 208% |
| Returns for 10 years | 144.26 | 111.18 | 130% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers