OAKMX
Price
$156.49
Change
-$2.67 (-1.68%)
Updated
Mar 3 closing price
Net Assets
24.54B
VVIAX
Price
$68.84
Change
-$0.64 (-0.92%)
Updated
Mar 3 closing price
Net Assets
192.55B
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OAKMX vs VVIAX

Header iconOAKMX vs VVIAX Comparison
Open Charts OAKMX vs VVIAXBanner chart's image
Oakmark Investor
Price$156.49
Change-$2.67 (-1.68%)
VolumeN/A
Net Assets24.54B
Vanguard Value Index Adm
Price$68.84
Change-$0.64 (-0.92%)
VolumeN/A
Net Assets192.55B
OAKMX vs VVIAX Comparison Chart
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OAKMX vs. VVIAX commentary
Mar 04, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. OAKMX (24.5B). VVIAX pays higher dividends than OAKMX: VVIAX (2.36) vs OAKMX (0.92). OAKMX was incepted earlier than VVIAX: OAKMX (34 years) vs VVIAX (24 years). OAKMX is a more actively managed with annual turnover of: 52.00 vs. VVIAX (10.00). OAKMX has a lower initial minimum investment than VVIAX: OAKMX (0) vs VVIAX (3000). OAKMX (14.33) and VVIAX (13.66) have marching annual gain over last year. OAKMX return over 5 years is better than : 119.78 vs. VVIAX (59.89).
OAKMXVVIAXOAKMX / VVIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence34 years24 years-
Gain YTD2.8525.20955%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.5B193B13%
Annual Yield % from dividends0.922.3639%
Returns for 1 year14.3313.66105%
Returns for 3 years41.2223.08179%
Returns for 5 years119.7859.89200%
Returns for 10 years142.70112.88126%
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