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OAMIX vs VBAIX
OAMIX vs VBAIX Comparison
Open Charts OAMIX vs VBAIX
Invesco Select Risk: Moderate Inv A
Price$11.19
Change+$0.12 (+1.08%)
VolumeN/A
Net Assets1.74B
Vanguard Balanced Index I
Price$47.12
Change+$0.36 (+0.77%)
VolumeN/A
Net Assets55.53B
OAMIX vs VBAIX Comparison Chart
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OAMIX vs. VBAIX commentary
May 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 OAMIX is a StrongBuy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 55.5B vs. OAMIX (1.74B). OAMIX pays higher dividends than VBAIX: OAMIX (3.55) vs VBAIX (2.22). OAMIX was incepted earlier than VBAIX: OAMIX (20 years) vs VBAIX (24 years). OAMIX (0.88) is less costly to investors than VBAIX (0.06). OAMIX is a more actively managed with annual turnover of: 42.00 vs. VBAIX (22.00). OAMIX has a lower initial minimum investment than VBAIX: OAMIX (1000) vs VBAIX (5000000). OAMIX annual gain was more profitable for investors over the last year : 7.07 vs. VBAIX (5.42). VBAIX return over 5 years is better than : 35.10 vs. OAMIX (17.95).
| OAMIX | VBAIX | OAMIX / VBAIX | |
| Total Expense Ratio | 0.88 | 0.06 | 1,467% |
| Annual Report Gross Expense Ratio | 0.88 | 0.06 | 1,467% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 0.720 | -2.443 | -29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 55.5B | 3% |
| Annual Yield % from dividends | 3.55 | 2.22 | 160% |
| Returns for 1 year | 7.07 | 5.42 | 130% |
| Returns for 3 years | 13.17 | 13.86 | 95% |
| Returns for 5 years | 17.95 | 35.10 | 51% |
| Returns for 10 years | 21.24 | 74.26 | 29% |
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