Interact to see
Advertisement
Advertisement
OAKLX vs VIVAX
OAKLX vs VIVAX Comparison
Open Charts OAKLX vs VIVAX
Vanguard Value Index I
Price$75.23
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
OAKLX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKLX vs. VIVAX commentary
Dec 28, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B 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: 58.00 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 : 13.19 vs. VIVAX (12.38). OAKLX return over 5 years is better than : 95.75 vs. VIVAX (64.90).
| 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 | 14.662 | 13.965 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.77B | 216B | 4% |
| Annual Yield % from dividends | 0.28 | 1.93 | 15% |
| Returns for 1 year | 13.19 | 12.38 | 107% |
| Returns for 3 years | 89.27 | 37.39 | 239% |
| Returns for 5 years | 95.75 | 64.90 | 148% |
| Returns for 10 years | 134.50 | 133.35 | 101% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers