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OAKLX vs VVIAX
OAKLX vs VVIAX Comparison
Open Charts OAKLX vs VVIAX
Vanguard Value Index Adm
Price$71.07
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets202.84B
OAKLX vs VVIAX Comparison Chart in %
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OAKLX vs. VVIAX commentary
Sep 10, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. OAKLX (7.48B). VVIAX pays higher dividends than OAKLX: VVIAX (2.10) vs OAKLX (0.29). OAKLX was incepted earlier than VVIAX: OAKLX (29 years) vs VVIAX (25 years). OAKLX (0.99) is less costly to investors than VVIAX (0.05). OAKLX is a more actively managed with annual turnover of: 57.00 vs. VVIAX (9.00). OAKLX has a lower initial minimum investment than VVIAX: OAKLX (0) vs VVIAX (3000). OAKLX annual gain was more profitable for investors over the last year : 15.63 vs. VVIAX (8.94). OAKLX return over 5 years is better than : 112.30 vs. VVIAX (70.93).
| OAKLX | VVIAX | OAKLX / VVIAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 4.055 | 7.668 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.48B | 203B | 4% |
| Annual Yield % from dividends | 0.29 | 2.10 | 14% |
| Returns for 1 year | 15.63 | 8.94 | 175% |
| Returns for 3 years | 53.82 | 31.79 | 169% |
| Returns for 5 years | 112.30 | 70.93 | 158% |
| Returns for 10 years | 123.47 | 132.80 | 93% |
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