OAKMX
Price
$156.49
Change
-$2.67 (-1.68%)
Updated
Mar 3 closing price
Net Assets
24.54B
VIVIX
Price
$68.84
Change
-$0.63 (-0.91%)
Updated
Mar 3 closing price
Net Assets
192.55B
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OAKMX vs VIVIX

Header iconOAKMX vs VIVIX Comparison
Open Charts OAKMX vs VIVIXBanner chart's image
Oakmark Investor
Price$156.49
Change-$2.67 (-1.68%)
VolumeN/A
Net Assets24.54B
Vanguard Value Index I
Price$68.84
Change-$0.63 (-0.91%)
VolumeN/A
Net Assets192.55B
OAKMX vs VIVIX Comparison Chart
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OAKMX vs. VIVIX commentary
Mar 04, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. OAKMX (24.5B). VIVIX pays higher dividends than OAKMX: VIVIX (2.37) vs OAKMX (0.92). OAKMX was incepted earlier than VIVIX: OAKMX (34 years) vs VIVIX (27 years). OAKMX is a more actively managed with annual turnover of: 52.00 vs. VIVIX (10.00). OAKMX has a lower initial minimum investment than VIVIX: OAKMX (0) vs VIVIX (5000000). OAKMX (14.33) and VIVIX (13.64) have marching annual gain over last year. OAKMX return over 5 years is better than : 119.78 vs. VIVIX (59.87).
OAKMXVIVIXOAKMX / VIVIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence34 years27 years-
Gain YTD2.8525.21055%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.5B193B13%
Annual Yield % from dividends0.922.3739%
Returns for 1 year14.3313.64105%
Returns for 3 years41.2223.06179%
Returns for 5 years119.7859.87200%
Returns for 10 years142.70112.85126%
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