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OAKMX vs VIVIX
OAKMX vs VIVIX Comparison
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OAKMX vs VIVIX Comparison Chart in %
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OAKMX vs. VIVIX commentary
Oct 07, 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. OAKMX (24.7B). VIVIX pays higher dividends than OAKMX: VIVIX (2.09) vs OAKMX (1.02). 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 : 10.98 vs. VIVIX (7.51). OAKMX return over 5 years is better than : 127.88 vs. VIVIX (75.65).
| 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 | 9.103 | 10.869 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 208B | 12% |
| Annual Yield % from dividends | 1.02 | 2.09 | 49% |
| Returns for 1 year | 10.98 | 7.51 | 146% |
| Returns for 3 years | 73.41 | 49.27 | 149% |
| Returns for 5 years | 127.88 | 75.65 | 169% |
| Returns for 10 years | 167.96 | 133.14 | 126% |
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