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OAKLX vs VIVIX
OAKLX vs VIVIX Comparison
Open Charts OAKLX vs VIVIX
Vanguard Value Index I
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
OAKLX vs VIVIX Comparison Chart in %
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OAKLX vs. VIVIX commentary
Feb 04, 2026
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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. OAKLX (8.11B). VIVIX pays higher dividends than OAKLX: VIVIX (1.96) vs OAKLX (0.39). OAKLX was incepted earlier than VIVIX: OAKLX (29 years) vs VIVIX (28 years). OAKLX (0.99) is less costly to investors than VIVIX (0.04). OAKLX is a more actively managed with annual turnover of: 58.00 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 : 15.08 vs. OAKLX (6.76). OAKLX return over 5 years is better than : 76.88 vs. VIVIX (66.28).
| 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 | 28 years | - |
| Gain YTD | -2.894 | 5.999 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.11B | 218B | 4% |
| Annual Yield % from dividends | 0.39 | 1.96 | 20% |
| Returns for 1 year | 6.76 | 15.08 | 45% |
| Returns for 3 years | 53.91 | 41.04 | 131% |
| Returns for 5 years | 76.88 | 66.28 | 116% |
| Returns for 10 years | 166.34 | 167.19 | 99% |
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