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OAKMX vs VIVAX
OAKMX vs VIVAX Comparison
Open Charts OAKMX vs VIVAX
Vanguard Value Index I
Price$75.23
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
OAKMX vs VIVAX Comparison Chart in %
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OAKMX vs. VIVAX 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 OAKMX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. OAKMX (24.8B). VIVAX pays higher dividends than OAKMX: VIVAX (1.93) vs OAKMX (1.02). 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: 63.00 vs. VIVAX (9.00). OAKMX has a lower initial minimum investment than VIVAX: OAKMX (0) vs VIVAX (3000). OAKMX (12.88) and VIVAX (12.38) have marching annual gain over last year. OAKMX return over 5 years is better than : 101.67 vs. VIVAX (64.90).
| OAKMX | VIVAX | OAKMX / VIVAX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | 14.197 | 13.965 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8B | 216B | 11% |
| Annual Yield % from dividends | 1.02 | 1.93 | 53% |
| Returns for 1 year | 12.88 | 12.38 | 104% |
| Returns for 3 years | 74.84 | 37.39 | 200% |
| Returns for 5 years | 101.67 | 64.90 | 157% |
| Returns for 10 years | 181.43 | 133.35 | 136% |
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