OAKMX
Price
$159.67
Change
-$0.37 (-0.23%)
Updated
Nov 19 closing price
Net Assets
24.36B
VIVIX
Price
$72.03
Change
-$0.12 (-0.17%)
Updated
Nov 19 closing price
Net Assets
207.95B
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OAKMX vs VIVIX

Header iconOAKMX vs VIVIX Comparison
Open Charts OAKMX vs VIVIXBanner chart's image
Oakmark Investor
Price$159.67
Change-$0.37 (-0.23%)
VolumeN/A
Net Assets24.36B
Vanguard Value Index I
Price$72.03
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets207.95B
OAKMX vs VIVIX Comparison Chart in %
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OAKMX vs. VIVIX 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 VIVIX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. OAKMX (24.4B). VIVIX pays higher dividends than OAKMX: VIVIX (2.10) vs OAKMX (1.04). 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). VIVIX annual gain was more profitable for investors over the last year : 5.06 vs. OAKMX (2.41). OAKMX return over 5 years is better than : 97.28 vs. VIVIX (62.95).
OAKMXVIVIXOAKMX / VIVIX
Total Expense Ratio0.890.042,225%
Annual Report Gross Expense Ratio0.890.042,225%
Fund Existence34 years27 years-
Gain YTD4.9429.35453%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.4B208B12%
Annual Yield % from dividends1.042.1050%
Returns for 1 year2.415.0648%
Returns for 3 years53.3130.25176%
Returns for 5 years97.2862.95155%
Returns for 10 years149.05123.08121%
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