OAKMX
Price
$166.57
Change
+$0.66 (+0.40%)
Updated
Aug 27 closing price
Net Assets
24.05B
VIVIX
Price
$71.42
Change
+$0.21 (+0.29%)
Updated
Aug 27 closing price
Net Assets
195.81B
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OAKMX vs VIVIX

Header iconOAKMX vs VIVIX Comparison
Open Charts OAKMX vs VIVIXBanner chart's image
Oakmark Investor
Price$166.57
Change+$0.66 (+0.40%)
VolumeN/A
Net Assets24.05B
Vanguard Value Index I
Price$71.42
Change+$0.21 (+0.29%)
VolumeN/A
Net Assets195.81B
OAKMX vs VIVIX Comparison Chart in %
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OAKMX vs. VIVIX commentary
Aug 28, 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.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B 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 : 12.71 vs. VIVIX (7.01). OAKMX return over 5 years is better than : 123.65 vs. VIVIX (68.64).
OAKMXVIVIXOAKMX / VIVIX
Total Expense Ratio0.890.042,225%
Annual Report Gross Expense Ratio0.890.042,225%
Fund Existence34 years27 years-
Gain YTD9.4777.897120%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.1B196B12%
Annual Yield % from dividends1.052.1948%
Returns for 1 year12.717.01181%
Returns for 3 years61.6032.61189%
Returns for 5 years123.6568.64180%
Returns for 10 years172.01129.59133%
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