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OAKGX vs VGPMX
OAKGX vs VGPMX Comparison
Open Charts OAKGX vs VGPMX
Oakmark Global Investor
Price$36.57
Change-$0.35 (-0.95%)
VolumeN/A
Net Assets1.11B
Vanguard Global Capital Cycles Investor
Price$19.07
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets2.47B
OAKGX vs VGPMX Comparison Chart in %
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OAKGX vs. VGPMX commentary
Nov 20, 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 Hold and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.47B vs. OAKGX (1.11B). VGPMX pays higher dividends than OAKGX: VGPMX (1.66) vs OAKGX (1.04). OAKGX was incepted earlier than VGPMX: OAKGX (26 years) vs VGPMX (42 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 : 41.81 vs. OAKGX (10.48). VGPMX return over 5 years is better than : 119.37 vs. OAKGX (27.34).
| 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 | 42 years | - |
| Gain YTD | 12.144 | 51.399 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 2.47B | 45% |
| Annual Yield % from dividends | 1.04 | 1.66 | 62% |
| Returns for 1 year | 10.48 | 41.81 | 25% |
| Returns for 3 years | 28.59 | 70.93 | 40% |
| Returns for 5 years | 27.34 | 119.37 | 23% |
| Returns for 10 years | 34.93 | 208.46 | 17% |
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