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OAKLX vs VVIAX
OAKLX vs VVIAX Comparison
Open Charts OAKLX vs VVIAX
Vanguard Value Index Adm
Price$75.21
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets215.53B
OAKLX vs VVIAX Comparison Chart in %
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OAKLX vs. VVIAX commentary
Dec 28, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. OAKLX (7.77B). VVIAX pays higher dividends than OAKLX: VVIAX (2.04) vs OAKLX (0.28). 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: 58.00 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 : 13.19 vs. VVIAX (12.41). OAKLX return over 5 years is better than : 95.75 vs. VVIAX (64.92).
| 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 | 14.662 | 13.974 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.77B | 216B | 4% |
| Annual Yield % from dividends | 0.28 | 2.04 | 14% |
| Returns for 1 year | 13.19 | 12.41 | 106% |
| Returns for 3 years | 89.27 | 37.41 | 239% |
| Returns for 5 years | 95.75 | 64.92 | 147% |
| Returns for 10 years | 134.50 | 133.33 | 101% |
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