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OAKLX vs VIVAX
OAKLX vs VIVAX Comparison
Open Charts OAKLX vs VIVAX
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
OAKLX vs VIVAX Comparison Chart in %
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OAKLX vs. VIVAX commentary
Dec 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 OAKLX is a StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. OAKLX (7.77B). VIVAX pays higher dividends than OAKLX: VIVAX (1.93) vs OAKLX (0.28). 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). VIVAX annual gain was more profitable for investors over the last year : 4.76 vs. OAKLX (3.61). OAKLX return over 5 years is better than : 87.28 vs. VIVAX (61.14).
| 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 | 8.473 | 11.753 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.77B | 208B | 4% |
| Annual Yield % from dividends | 0.28 | 1.93 | 15% |
| Returns for 1 year | 3.61 | 4.76 | 76% |
| Returns for 3 years | 63.85 | 29.79 | 214% |
| Returns for 5 years | 87.28 | 61.14 | 143% |
| Returns for 10 years | 119.63 | 127.21 | 94% |
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