Interact to see
Advertisement
Advertisement
OAKLX vs VIVAX
OAKLX vs VIVAX Comparison
Open Charts OAKLX vs VIVAX
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
OAKLX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKLX vs. VIVAX commentary
Sep 10, 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: 203B vs. OAKLX (7.48B). VIVAX pays higher dividends than OAKLX: VIVAX (1.99) vs OAKLX (0.29). 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 : 15.63 vs. VIVAX (8.93). OAKLX return over 5 years is better than : 112.30 vs. VIVAX (70.93).
| 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 | 4.055 | 7.648 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.48B | 203B | 4% |
| Annual Yield % from dividends | 0.29 | 1.99 | 15% |
| Returns for 1 year | 15.63 | 8.93 | 175% |
| Returns for 3 years | 53.82 | 31.79 | 169% |
| Returns for 5 years | 112.30 | 70.93 | 158% |
| Returns for 10 years | 123.47 | 132.80 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MREFX | 15.43 | 0.12 | +0.78% |
| BlackRock International Select Eq R | |||
| AFEIX | 56.99 | 0.19 | +0.33% |
| American Century Large Cap Equity I | |||
| HMVFX | 16.38 | 0.01 | +0.06% |
| Hartford MidCap Value F | |||
| FEQJX | 14.39 | N/A | N/A |
| Fidelity Advisor Hedged Equity Fund I | |||
| AMRFX | 61.06 | -0.06 | -0.10% |
| American Funds American Mutual F2 | |||