OAKMX
Price
$153.80
Change
-$0.55 (-0.36%)
Updated
Jun 4 closing price
Net Assets
23.24B
VVIAX
Price
$66.85
Change
-$0.13 (-0.19%)
Updated
Jun 5 closing price
Net Assets
188.77B
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OAKMX vs VVIAX

Header iconOAKMX vs VVIAX Comparison
Open Charts OAKMX vs VVIAXBanner chart's image
Oakmark Investor
Price$153.80
Change-$0.55 (-0.36%)
VolumeN/A
Net Assets23.24B
Vanguard Value Index Adm
Price$66.85
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
OAKMX vs VVIAX Comparison Chart
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OAKMX vs. VVIAX commentary
Jun 06, 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: 189B vs. OAKMX (23.2B). VVIAX pays higher dividends than OAKMX: VVIAX (2.28) vs OAKMX (1.10). OAKMX was incepted earlier than VVIAX: OAKMX (34 years) vs VVIAX (25 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 (9.00). 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 : 11.83 vs. VVIAX (7.95). OAKMX return over 5 years is better than : 112.18 vs. VVIAX (59.79).
OAKMXVVIAXOAKMX / VVIAX
Total Expense Ratio0.890.051,780%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence34 years25 years-
Gain YTD1.0841.95156%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.2B189B12%
Annual Yield % from dividends1.102.2848%
Returns for 1 year11.837.95149%
Returns for 3 years44.6520.91214%
Returns for 5 years112.1859.79188%
Returns for 10 years135.57103.61131%
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