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OAKLX vs VIVAX
OAKLX vs VIVAX Comparison
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OAKLX vs VIVAX Comparison Chart in %
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OAKLX vs. VIVAX commentary
Oct 19, 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: 208B vs. OAKLX (7.53B). VIVAX pays higher dividends than OAKLX: VIVAX (1.97) 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 : 8.66 vs. VIVAX (4.63). OAKLX return over 5 years is better than : 111.05 vs. VIVAX (71.78).
| 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 | 4.380 | 9.738 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.53B | 208B | 4% |
| Annual Yield % from dividends | 0.29 | 1.97 | 15% |
| Returns for 1 year | 8.66 | 4.63 | 187% |
| Returns for 3 years | 67.47 | 42.99 | 157% |
| Returns for 5 years | 111.05 | 71.78 | 155% |
| Returns for 10 years | 115.64 | 129.45 | 89% |
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