OAKMX
Price
$158.10
Change
-$3.10 (-1.92%)
Updated
Aug 1 closing price
Net Assets
24.05B
VVIAX
Price
$68.48
Change
-$0.59 (-0.85%)
Updated
Aug 1 closing price
Net Assets
195.18B
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OAKMX vs VVIAX

Header iconOAKMX vs VVIAX Comparison
Open Charts OAKMX vs VVIAXBanner chart's image
Oakmark Investor
Price$158.10
Change-$3.10 (-1.92%)
VolumeN/A
Net Assets24.05B
Vanguard Value Index Adm
Price$68.48
Change-$0.59 (-0.85%)
VolumeN/A
Net Assets195.18B
OAKMX vs VVIAX Comparison Chart in %
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OAKMX vs. VVIAX commentary
Aug 02, 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 Hold and VVIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OAKMX (24.1B). VVIAX pays higher dividends than OAKMX: VVIAX (2.18) vs OAKMX (1.05). 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 : 8.68 vs. VVIAX (6.61). OAKMX return over 5 years is better than : 129.92 vs. VVIAX (71.85).
OAKMXVVIAXOAKMX / VVIAX
Total Expense Ratio0.890.051,780%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence34 years25 years-
Gain YTD3.9114.63884%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.1B195B12%
Annual Yield % from dividends1.052.1848%
Returns for 1 year8.686.61131%
Returns for 3 years55.5529.52188%
Returns for 5 years129.9271.85181%
Returns for 10 years146.53112.05131%
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