OAKMX
Price
$146.04
Change
+$1.60 (+1.11%)
Updated
Apr 24 closing price
Net Assets
23.66B
VIVIX
Price
$64.39
Change
+$0.63 (+0.99%)
Updated
Apr 24 closing price
Net Assets
190.51B
Ad is loading...

OAKMX vs VIVIX

Header iconOAKMX vs VIVIX Comparison
Open Charts OAKMX vs VIVIXBanner chart's image
Oakmark Investor
Price$146.04
Change+$1.60 (+1.11%)
VolumeN/A
Net Assets23.66B
Vanguard Value Index I
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
OAKMX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
OAKMX vs. VIVIX commentary
Apr 26, 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 VIVIX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. OAKMX (23.7B). VIVIX pays higher dividends than OAKMX: VIVIX (2.27) vs OAKMX (1.10). 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 : 3.75 vs. VIVIX (3.40). OAKMX return over 5 years is better than : 146.88 vs. VIVIX (69.91).
OAKMXVIVIXOAKMX / VIVIX
Total Expense Ratio0.890.042,225%
Annual Report Gross Expense Ratio0.890.042,225%
Fund Existence34 years27 years-
Gain YTD-4.016-3.411118%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.7B191B12%
Annual Yield % from dividends1.102.2749%
Returns for 1 year3.753.40110%
Returns for 3 years36.7312.73289%
Returns for 5 years146.8869.91210%
Returns for 10 years123.4292.47133%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FINX28.060.39
+1.41%
Global X FinTech ETF
VIGI84.910.91
+1.08%
Vanguard Intl Div Apprec ETF
BSCW20.210.16
+0.82%
Invesco BulletShares 2032 Corp Bd ETF
BITC42.940.05
+0.11%
Bitwise Trendwise Bitcoin&TreasRotaStrat
PSL108.03-0.55
-0.51%
Invesco DW Consumer Staples Momt ETF