Interact to see
Advertisement
Advertisement
OAKGX vs VGPMX
OAKGX vs VGPMX Comparison
Open Charts OAKGX vs VGPMX
Oakmark Global Investor
Price$37.61
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets1.11B
Vanguard Global Capital Cycles Investor
Price$17.87
Change+$0.17 (+0.96%)
VolumeN/A
Net Assets2.01B
OAKGX vs VGPMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKGX vs. VGPMX commentary
Sep 19, 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 OAKGX is a Buy and VGPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.01B vs. OAKGX (1.11B). VGPMX pays higher dividends than OAKGX: VGPMX (1.90) vs OAKGX (1.05). OAKGX was incepted earlier than VGPMX: OAKGX (26 years) vs VGPMX (41 years). OAKGX (1.12) is less costly to investors than VGPMX (0.44). OAKGX is a more actively managed with annual turnover of: 48.00 vs. VGPMX (32.00). OAKGX has a lower initial minimum investment than VGPMX: OAKGX (0) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 33.15 vs. OAKGX (12.65). VGPMX return over 5 years is better than : 108.74 vs. OAKGX (53.48).
| OAKGX | VGPMX | OAKGX / VGPMX | |
| Total Expense Ratio | 1.12 | 0.44 | 255% |
| Annual Report Gross Expense Ratio | 1.12 | 0.44 | 255% |
| Fund Existence | 26 years | 41 years | - |
| Gain YTD | 15.333 | 40.155 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 2.01B | 55% |
| Annual Yield % from dividends | 1.05 | 1.90 | 55% |
| Returns for 1 year | 12.65 | 33.15 | 38% |
| Returns for 3 years | 38.41 | 66.33 | 58% |
| Returns for 5 years | 53.48 | 108.74 | 49% |
| Returns for 10 years | 45.73 | 163.05 | 28% |