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OAKLX vs VVIAX
OAKLX vs VVIAX Comparison
Open Charts OAKLX vs VVIAX
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
OAKLX vs VVIAX Comparison Chart
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OAKLX vs. VVIAX commentary
Jun 16, 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: 189B vs. OAKLX (7.02B). VVIAX pays higher dividends than OAKLX: VVIAX (2.28) vs OAKLX (0.31). 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 : 18.03 vs. VVIAX (8.01). OAKLX return over 5 years is better than : 123.21 vs. VVIAX (72.56).
| 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 | 1.285 | 2.436 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.02B | 189B | 4% |
| Annual Yield % from dividends | 0.31 | 2.28 | 14% |
| Returns for 1 year | 18.03 | 8.01 | 225% |
| Returns for 3 years | 59.25 | 32.19 | 184% |
| Returns for 5 years | 123.21 | 72.56 | 170% |
| Returns for 10 years | 98.89 | 103.54 | 96% |
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