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OAKLX vs VIVAX
OAKLX vs VIVAX Comparison
Open Charts OAKLX vs VIVAX
Oakmark Select Investor
Price$75.53
Change-$0.29 (-0.38%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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OAKLX vs VIVAX Comparison Chart
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OAKLX vs. VIVAX commentary
Sep 21, 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 Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. OAKLX (6.68B). 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). VIVAX annual gain was more profitable for investors over the last year : 20.39 vs. OAKLX (16.64). OAKLX return over 5 years is better than : 88.54 vs. VIVAX (54.21).
| 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 | 5.795 | 15.335 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.68B | 183B | 4% |
| Annual Yield % from dividends | 0.48 | 2.25 | 21% |
| Returns for 1 year | 16.64 | 20.39 | 82% |
| Returns for 3 years | 19.50 | 25.01 | 78% |
| Returns for 5 years | 88.54 | 54.21 | 163% |
| Returns for 10 years | 64.53 | 109.13 | 59% |
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