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OAKLX vs VIVIX
OAKLX vs VIVIX Comparison
Open Charts OAKLX vs VIVIX
Vanguard Value Index I
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
OAKLX vs VIVIX Comparison Chart in %
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OAKLX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. OAKLX (7.77B). VIVIX pays higher dividends than OAKLX: VIVIX (2.05) vs OAKLX (0.28). OAKLX was incepted earlier than VIVIX: OAKLX (29 years) vs VIVIX (27 years). OAKLX (0.99) is less costly to investors than VIVIX (0.04). OAKLX is a more actively managed with annual turnover of: 57.00 vs. VIVIX (9.00). OAKLX has a lower initial minimum investment than VIVIX: OAKLX (0) vs VIVIX (5000000). VIVIX 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. VIVIX (61.18).
| OAKLX | VIVIX | OAKLX / VIVIX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 0.99 | 0.04 | 2,475% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | 8.473 | 11.794 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.77B | 208B | 4% |
| Annual Yield % from dividends | 0.28 | 2.05 | 14% |
| Returns for 1 year | 3.61 | 4.76 | 76% |
| Returns for 3 years | 63.85 | 29.82 | 214% |
| Returns for 5 years | 87.28 | 61.18 | 143% |
| Returns for 10 years | 119.63 | 127.14 | 94% |
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