Ad is loading...
OAKLX vs VIVAX
OAKLX vs VIVAX Comparison
Open Charts OAKLX vs VIVAX
Oakmark Select Investor
Price$79.29
Change-$2.92 (-3.55%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OAKLX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OAKLX vs. VIVAX commentary
Dec 19, 2024
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 OAKLX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OAKLX (7.46B). VIVAX pays higher dividends than OAKLX: VIVAX (2.25) vs OAKLX (0.48). OAKLX was incepted earlier than VIVAX: OAKLX (28 years) vs VIVAX (32 years). OAKLX is a more actively managed with annual turnover of: 70.00 vs. VIVAX (10.00). OAKLX has a lower initial minimum investment than VIVAX: OAKLX (0) vs VIVAX (3000). OAKLX annual gain was more profitable for investors over the last year : 13.43 vs. VIVAX (12.68). OAKLX return over 5 years is better than : 85.01 vs. VIVAX (40.20).
| OAKLX | VIVAX | OAKLX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | 12.943 | 13.074 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.46B | 195B | 4% |
| Annual Yield % from dividends | 0.48 | 2.25 | 21% |
| Returns for 1 year | 13.43 | 12.68 | 106% |
| Returns for 3 years | 28.38 | 17.44 | 163% |
| Returns for 5 years | 85.01 | 40.20 | 211% |
| Returns for 10 years | 97.14 | 99.64 | 97% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EMPTX | 7.87 | N/A | N/A |
| UBS Emerging Markets Equity Opp P2 | |||
| FUGIX | 46.99 | -0.32 | -0.68% |
| Fidelity Advisor Utilities I | |||
| PLVJX | 20.56 | -0.15 | -0.72% |
| Principal Large Cap Value III J | |||
| CFNAX | 89.98 | -0.75 | -0.83% |
| American Funds Fundamental Invs 529A | |||
| NSMCX | 26.27 | -0.34 | -1.28% |
| Nuveen Small/Mid-Cap Value C | |||