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OAKMX vs VIVIX
OAKMX vs VIVIX Comparison
Open Charts OAKMX vs VIVIX
Vanguard Value Index I
Price$69.33
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
OAKMX vs VIVIX Comparison Chart
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OAKMX vs. VIVIX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. OAKMX (23.5B). 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 annual gain was more profitable for investors over the last year : 22.10 vs. VIVIX (16.72). OAKMX return over 5 years is better than : 113.16 vs. VIVIX (50.85).
| OAKMX | VIVIX | OAKMX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | 5.895 | 3.922 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 184B | 13% |
| Annual Yield % from dividends | 0.92 | 2.37 | 39% |
| Returns for 1 year | 22.10 | 16.72 | 132% |
| Returns for 3 years | 38.92 | 21.06 | 185% |
| Returns for 5 years | 113.16 | 50.85 | 223% |
| Returns for 10 years | 159.19 | 114.24 | 139% |
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