OAKMX
Price
$166.57
Change
+$0.66 (+0.40%)
Updated
Aug 27 closing price
Net Assets
24.05B
VVIAX
Price
$71.43
Change
+$0.22 (+0.31%)
Updated
Aug 27 closing price
Net Assets
195.81B
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OAKMX vs VVIAX

Header iconOAKMX vs VVIAX Comparison
Open Charts OAKMX vs VVIAXBanner chart's image
Oakmark Investor
Price$166.57
Change+$0.66 (+0.40%)
VolumeN/A
Net Assets24.05B
Vanguard Value Index Adm
Price$71.43
Change+$0.22 (+0.31%)
VolumeN/A
Net Assets195.81B
OAKMX vs VVIAX Comparison Chart in %
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OAKMX vs. VVIAX commentary
Aug 28, 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: 196B 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 : 12.71 vs. VVIAX (7.01). OAKMX return over 5 years is better than : 123.65 vs. VVIAX (68.64).
OAKMXVVIAXOAKMX / VVIAX
Total Expense Ratio0.890.051,780%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence34 years25 years-
Gain YTD9.4777.880120%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.1B196B12%
Annual Yield % from dividends1.052.1848%
Returns for 1 year12.717.01181%
Returns for 3 years61.6032.61189%
Returns for 5 years123.6568.64180%
Returns for 10 years172.01129.59133%
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