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OAKLX vs VVIAX
OAKLX vs VVIAX Comparison
Open Charts OAKLX vs VVIAX
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
OAKLX vs VVIAX Comparison Chart in %
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OAKLX vs. VVIAX commentary
Jul 27, 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: 195B vs. OAKLX (7.3B). VVIAX pays higher dividends than OAKLX: VVIAX (2.18) vs OAKLX (0.30). 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 : 15.04 vs. VVIAX (9.75). OAKLX return over 5 years is better than : 128.69 vs. VVIAX (74.87).
| 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 | 5.353 | 6.714 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.3B | 195B | 4% |
| Annual Yield % from dividends | 0.30 | 2.18 | 14% |
| Returns for 1 year | 15.04 | 9.75 | 154% |
| Returns for 3 years | 62.30 | 34.32 | 182% |
| Returns for 5 years | 128.69 | 74.87 | 172% |
| Returns for 10 years | 112.21 | 116.26 | 97% |
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