OAKMX
Price
$173.75
Change
+$0.01 (+0.01%)
Updated
Dec 26 closing price
Net Assets
24.77B
VIVIX
Price
$75.20
Change
-$0.04 (-0.05%)
Updated
Dec 26 closing price
Net Assets
215.53B
Interact to see
Advertisement

OAKMX vs VIVIX

Header iconOAKMX vs VIVIX Comparison
Open Charts OAKMX vs VIVIXBanner chart's image
Oakmark Investor
Price$173.75
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets24.77B
Vanguard Value Index I
Price$75.20
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
OAKMX vs VIVIX Comparison Chart in %
View a ticker or compare two or three
VS
OAKMX vs. VIVIX 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 VIVIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 216B vs. OAKMX (24.8B). VIVIX pays higher dividends than OAKMX: VIVIX (2.05) vs OAKMX (1.02). OAKMX was incepted earlier than VIVIX: OAKMX (34 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). OAKMX (12.88) and VIVIX (12.39) have marching annual gain over last year. OAKMX return over 5 years is better than : 101.67 vs. VIVIX (64.94).
OAKMXVIVIXOAKMX / VIVIX
Total Expense Ratio0.890.042,225%
Annual Report Gross Expense Ratio0.890.042,225%
Fund Existence34 years28 years-
Gain YTD14.19713.976102%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.8B216B11%
Annual Yield % from dividends1.022.0550%
Returns for 1 year12.8812.39104%
Returns for 3 years74.8437.40200%
Returns for 5 years101.6764.94157%
Returns for 10 years181.43133.37136%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
LBO29.110.05
+0.17%
WHITEWOLF Publicly Listed Priv Eq ETF
JPUS125.390.03
+0.03%
JPMorgan Diversified Return US Eq ETF
SJLD25.53N/A
N/A
SanJac Alpha Low Duration ETF
FFND30.46-0.15
-0.48%
One Global ETF
MLPX60.19-0.30
-0.50%
Global X MLP & Energy Infrastructure ETF