OAKMX
Price
$163.07
Change
-$1.18 (-0.72%)
Updated
Nov 13 closing price
Net Assets
24.36B
VIVAX
Price
$73.17
Change
-$0.74 (-1.00%)
Updated
Nov 13 closing price
Net Assets
207.95B
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OAKMX vs VIVAX

Header iconOAKMX vs VIVAX Comparison
Open Charts OAKMX vs VIVAXBanner chart's image
Oakmark Investor
Price$163.07
Change-$1.18 (-0.72%)
VolumeN/A
Net Assets24.36B
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
OAKMX vs VIVAX Comparison Chart in %
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OAKMX vs. VIVAX commentary
Nov 14, 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 OAKMX is a StrongBuy and VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. OAKMX (24.4B). VIVAX pays higher dividends than OAKMX: VIVAX (1.98) vs OAKMX (1.04). OAKMX was incepted earlier than VIVAX: OAKMX (34 years) vs VIVAX (33 years). OAKMX (0.89) is less costly to investors than VIVAX (0.17). OAKMX is a more actively managed with annual turnover of: 42.00 vs. VIVAX (9.00). OAKMX has a lower initial minimum investment than VIVAX: OAKMX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 6.68 vs. OAKMX (4.25). OAKMX return over 5 years is better than : 103.45 vs. VIVAX (66.34).
OAKMXVIVAXOAKMX / VIVAX
Total Expense Ratio0.890.17524%
Annual Report Gross Expense Ratio0.890.17524%
Fund Existence34 years33 years-
Gain YTD7.95311.96566%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.4B208B12%
Annual Yield % from dividends1.041.9853%
Returns for 1 year4.256.6864%
Returns for 3 years53.4433.49160%
Returns for 5 years103.4566.34156%
Returns for 10 years163.53135.00121%
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