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OAKLX vs VIVAX
OAKLX vs VIVAX Comparison
Open Charts OAKLX vs VIVAX
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
OAKLX vs VIVAX Comparison Chart in %
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OAKLX vs. VIVAX commentary
Feb 04, 2026
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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. OAKLX (8.11B). VIVAX pays higher dividends than OAKLX: VIVAX (1.84) vs OAKLX (0.39). 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: 58.00 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 : 15.07 vs. OAKLX (6.76). OAKLX return over 5 years is better than : 76.88 vs. VIVAX (66.25).
| 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 | -2.894 | 5.998 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.11B | 218B | 4% |
| Annual Yield % from dividends | 0.39 | 1.84 | 21% |
| Returns for 1 year | 6.76 | 15.07 | 45% |
| Returns for 3 years | 53.91 | 41.03 | 131% |
| Returns for 5 years | 76.88 | 66.25 | 116% |
| Returns for 10 years | 166.34 | 167.20 | 99% |
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