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OAKMX vs VIVAX
OAKMX vs VIVAX Comparison
Open Charts OAKMX vs VIVAX
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
OAKMX vs VIVAX Comparison Chart in %
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OAKMX vs. VIVAX commentary
Feb 04, 2026
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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. OAKMX (25.3B). VIVAX pays higher dividends than OAKMX: VIVAX (1.84) vs OAKMX (0.92). OAKMX was incepted earlier than VIVAX: OAKMX (35 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). VIVAX annual gain was more profitable for investors over the last year : 15.07 vs. OAKMX (9.19). OAKMX return over 5 years is better than : 86.57 vs. VIVAX (66.25).
| OAKMX | VIVAX | OAKMX / VIVAX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 35 years | 33 years | - |
| Gain YTD | -0.418 | 5.998 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3B | 218B | 12% |
| Annual Yield % from dividends | 0.92 | 1.84 | 50% |
| Returns for 1 year | 9.19 | 15.07 | 61% |
| Returns for 3 years | 49.90 | 41.03 | 122% |
| Returns for 5 years | 86.57 | 66.25 | 131% |
| Returns for 10 years | 215.31 | 167.20 | 129% |
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