OAKLX
Price
$84.43
Change
-$0.20 (-0.24%)
Updated
Jul 25 closing price
Net Assets
7.3B
VIVIX
Price
$70.44
Change
+$0.29 (+0.41%)
Updated
Jul 25 closing price
Net Assets
195.18B
Interact to see
Advertisement

OAKLX vs VIVIX

Header iconOAKLX vs VIVIX Comparison
Open Charts OAKLX vs VIVIXBanner chart's image
Oakmark Select Investor
Price$84.43
Change-$0.20 (-0.24%)
VolumeN/A
Net Assets7.3B
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
OAKLX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OAKLX vs. VIVIX commentary
Jul 27, 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 VIVIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. OAKLX (7.3B). VIVIX pays higher dividends than OAKLX: VIVIX (2.19) vs OAKLX (0.30). 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). OAKLX annual gain was more profitable for investors over the last year : 15.04 vs. VIVIX (9.75). OAKLX return over 5 years is better than : 128.69 vs. VIVIX (74.87).
OAKLXVIVIXOAKLX / VIVIX
Total Expense Ratio0.990.042,475%
Annual Report Gross Expense Ratio0.990.042,475%
Fund Existence29 years27 years-
Gain YTD5.3536.73080%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.3B195B4%
Annual Yield % from dividends0.302.1914%
Returns for 1 year15.049.75154%
Returns for 3 years62.3034.32182%
Returns for 5 years128.6974.87172%
Returns for 10 years112.21116.2697%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FINFX89.880.27
+0.30%
American Funds Fundamental Invs F2
ARTTX25.410.05
+0.20%
Artisan Focus Fund Investor
LICFX17.49N/A
N/A
Lord Abbett International Equity F
AAAAX12.37-0.03
-0.24%
DWS RREEF Real Assets A
OCMGX19.84-0.11
-0.55%
OCM Gold Investor