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OAKLX vs VIVIX
OAKLX vs VIVIX Comparison
Open Charts OAKLX vs VIVIX
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
OAKLX vs VIVIX Comparison Chart in %
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OAKLX vs. VIVIX commentary
Aug 18, 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.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B 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 : 10.66 vs. VIVIX (7.91). OAKLX return over 5 years is better than : 111.69 vs. VIVIX (68.54).
| 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 | 2.446 | 6.533 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.3B | 196B | 4% |
| Annual Yield % from dividends | 0.30 | 2.19 | 14% |
| Returns for 1 year | 10.66 | 7.91 | 135% |
| Returns for 3 years | 43.26 | 25.93 | 167% |
| Returns for 5 years | 111.69 | 68.54 | 163% |
| Returns for 10 years | 104.63 | 114.61 | 91% |