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OAKMX vs VIVIX
OAKMX vs VIVIX Comparison
Open Charts OAKMX vs VIVIX
Vanguard Value Index I
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
OAKMX vs VIVIX Comparison Chart in %
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OAKMX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. OAKMX (25.3B). VIVIX pays higher dividends than OAKMX: VIVIX (1.96) vs OAKMX (0.92). OAKMX was incepted earlier than VIVIX: OAKMX (35 years) vs VIVIX (28 years). OAKMX (0.89) is less costly to investors than VIVIX (0.04). OAKMX is a more actively managed with annual turnover of: 63.00 vs. VIVIX (9.00). OAKMX has a lower initial minimum investment than VIVIX: OAKMX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 15.08 vs. OAKMX (9.19). OAKMX return over 5 years is better than : 86.57 vs. VIVIX (66.28).
| OAKMX | VIVIX | OAKMX / VIVIX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 0.89 | 0.04 | 2,225% |
| Fund Existence | 35 years | 28 years | - |
| Gain YTD | -0.418 | 5.999 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3B | 218B | 12% |
| Annual Yield % from dividends | 0.92 | 1.96 | 47% |
| Returns for 1 year | 9.19 | 15.08 | 61% |
| Returns for 3 years | 49.90 | 41.04 | 122% |
| Returns for 5 years | 86.57 | 66.28 | 131% |
| Returns for 10 years | 215.31 | 167.19 | 129% |
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