OAKMX
Price
$146.51
Change
-$8.53 (-5.50%)
Updated
Apr 3 closing price
Net Assets
23.66B
VVIAX
Price
$65.10
Change
-$2.52 (-3.73%)
Updated
Apr 3 closing price
Net Assets
195.24B
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OAKMX vs VVIAX

Header iconOAKMX vs VVIAX Comparison
Open Charts OAKMX vs VVIAXBanner chart's image
Oakmark Investor
Price$146.51
Change-$8.53 (-5.50%)
VolumeN/A
Net Assets23.66B
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
OAKMX vs VVIAX Comparison Chart
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OAKMX vs. VVIAX commentary
Apr 05, 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 Hold.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B 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 : 8.37 vs. VVIAX (7.67). OAKMX return over 5 years is better than : 203.84 vs. VVIAX (101.69).
OAKMXVVIAXOAKMX / VVIAX
Total Expense Ratio0.890.051,780%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence34 years24 years-
Gain YTD1.8992.42178%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.7B195B12%
Annual Yield % from dividends1.102.2649%
Returns for 1 year8.377.67109%
Returns for 3 years35.3817.36204%
Returns for 5 years203.84101.69200%
Returns for 10 years141.10106.86132%
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