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OAKLX vs VVIAX
OAKLX vs VVIAX Comparison
Open Charts OAKLX vs VVIAX
Oakmark Select Investor
Price$79.29
Change-$2.92 (-3.55%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OAKLX vs VVIAX Comparison Chart
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OAKLX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OAKLX (7.46B). VVIAX pays higher dividends than OAKLX: VVIAX (2.36) vs OAKLX (0.48). OAKLX was incepted earlier than VVIAX: OAKLX (28 years) vs VVIAX (24 years). OAKLX is a more actively managed with annual turnover of: 70.00 vs. VVIAX (10.00). OAKLX has a lower initial minimum investment than VVIAX: OAKLX (0) vs VVIAX (3000). OAKLX annual gain was more profitable for investors over the last year : 13.43 vs. VVIAX (12.71). OAKLX return over 5 years is better than : 85.01 vs. VVIAX (40.22).
| OAKLX | VVIAX | OAKLX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 12.943 | 13.115 | 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 | 2.36 | 20% |
| Returns for 1 year | 13.43 | 12.71 | 106% |
| Returns for 3 years | 28.38 | 17.45 | 163% |
| Returns for 5 years | 85.01 | 40.22 | 211% |
| Returns for 10 years | 97.14 | 99.66 | 97% |
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