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OAKLX vs VIVAX
OAKLX vs VIVAX Comparison
Open Charts OAKLX vs VIVAX
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
OAKLX vs VIVAX Comparison Chart in %
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OAKLX vs. VIVAX commentary
Jul 27, 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 OAKLX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OAKLX (7.3B). VIVAX pays higher dividends than OAKLX: VIVAX (2.06) vs OAKLX (0.30). OAKLX was incepted earlier than VIVAX: OAKLX (29 years) vs VIVAX (33 years). OAKLX (0.99) is less costly to investors than VIVAX (0.17). OAKLX is a more actively managed with annual turnover of: 57.00 vs. VIVAX (9.00). OAKLX has a lower initial minimum investment than VIVAX: OAKLX (0) vs VIVAX (3000). OAKLX annual gain was more profitable for investors over the last year : 15.04 vs. VIVAX (9.76). OAKLX return over 5 years is better than : 128.69 vs. VIVAX (74.87).
| OAKLX | VIVAX | OAKLX / VIVAX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 5.353 | 6.724 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.3B | 195B | 4% |
| Annual Yield % from dividends | 0.30 | 2.06 | 14% |
| Returns for 1 year | 15.04 | 9.76 | 154% |
| Returns for 3 years | 62.30 | 34.31 | 182% |
| Returns for 5 years | 128.69 | 74.87 | 172% |
| Returns for 10 years | 112.21 | 116.32 | 96% |
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