Interact to see
Advertisement
Advertisement
OAKLX vs VIVIX
OAKLX vs VIVIX Comparison
Open Charts OAKLX vs VIVIX
OAKLX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKLX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. OAKLX (7.53B). VIVIX pays higher dividends than OAKLX: VIVIX (2.09) vs OAKLX (0.29). 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 : 8.66 vs. VIVIX (4.64). OAKLX return over 5 years is better than : 111.05 vs. VIVIX (71.78).
| 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 | 4.380 | 9.748 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.53B | 208B | 4% |
| Annual Yield % from dividends | 0.29 | 2.09 | 14% |
| Returns for 1 year | 8.66 | 4.64 | 187% |
| Returns for 3 years | 67.47 | 42.98 | 157% |
| Returns for 5 years | 111.05 | 71.78 | 155% |
| Returns for 10 years | 115.64 | 129.40 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement