OAKMX
Price
$146.04
Change
+$1.60 (+1.11%)
Updated
Apr 24 closing price
Net Assets
23.66B
VVIAX
Price
$64.39
Change
+$0.63 (+0.99%)
Updated
Apr 24 closing price
Net Assets
190.51B
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OAKMX vs VVIAX

Header iconOAKMX vs VVIAX Comparison
Open Charts OAKMX vs VVIAXBanner chart's image
Oakmark Investor
Price$146.04
Change+$1.60 (+1.11%)
VolumeN/A
Net Assets23.66B
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
OAKMX vs VVIAX Comparison Chart
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OAKMX vs. VVIAX commentary
Apr 26, 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 OAKMX is a Buy and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. OAKMX (23.7B). VVIAX pays higher dividends than OAKMX: VVIAX (2.26) vs OAKMX (1.10). OAKMX was incepted earlier than VVIAX: OAKMX (34 years) vs VVIAX (24 years). OAKMX (0.89) is less costly to investors than VVIAX (0.05). OAKMX is a more actively managed with annual turnover of: 42.00 vs. VVIAX (10.00). OAKMX has a lower initial minimum investment than VVIAX: OAKMX (0) vs VVIAX (3000). OAKMX annual gain was more profitable for investors over the last year : 3.75 vs. VVIAX (3.38). OAKMX return over 5 years is better than : 146.88 vs. VVIAX (69.91).
OAKMXVVIAXOAKMX / VVIAX
Total Expense Ratio0.890.051,780%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence34 years24 years-
Gain YTD-4.016-3.426117%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.7B191B12%
Annual Yield % from dividends1.102.2649%
Returns for 1 year3.753.38111%
Returns for 3 years36.7312.73289%
Returns for 5 years146.8869.91210%
Returns for 10 years123.4292.47133%
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