OAKMX
Price
$168.50
Change
+$2.26 (+1.36%)
Updated
Dec 3 closing price
Net Assets
24.77B
VIVIX
Price
$74.33
Change
+$0.66 (+0.90%)
Updated
Dec 3 closing price
Net Assets
207.95B
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OAKMX vs VIVIX

Header iconOAKMX vs VIVIX Comparison
Open Charts OAKMX vs VIVIXBanner chart's image
Oakmark Investor
Price$168.50
Change+$2.26 (+1.36%)
VolumeN/A
Net Assets24.77B
Vanguard Value Index I
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
OAKMX vs VIVIX Comparison Chart in %
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OAKMX vs. VIVIX commentary
Dec 04, 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 VIVIX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B 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 (27 years). OAKMX (0.89) is less costly to investors than VIVIX (0.04). OAKMX is a more actively managed with annual turnover of: 42.00 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 : 4.76 vs. OAKMX (3.85). OAKMX return over 5 years is better than : 95.04 vs. VIVIX (61.18).
OAKMXVIVIXOAKMX / VIVIX
Total Expense Ratio0.890.042,225%
Annual Report Gross Expense Ratio0.890.042,225%
Fund Existence34 years27 years-
Gain YTD9.27411.79479%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.8B208B12%
Annual Yield % from dividends1.022.0550%
Returns for 1 year3.854.7681%
Returns for 3 years55.4829.82186%
Returns for 5 years95.0461.18155%
Returns for 10 years159.96127.14126%
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