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OAMIX vs VBAIX
OAMIX vs VBAIX Comparison
Open Charts OAMIX vs VBAIX
Invesco Select Risk: Moderate Inv A
Price$12.06
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets1.82B
Vanguard Balanced Index I
Price$51.36
Change+$0.22 (+0.43%)
VolumeN/A
Net Assets58.79B
OAMIX vs VBAIX Comparison Chart in %
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OAMIX vs. VBAIX commentary
Aug 14, 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 Buy and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.8B vs. OAMIX (1.82B). OAMIX pays higher dividends than VBAIX: OAMIX (3.32) vs VBAIX (2.07). OAMIX was incepted earlier than VBAIX: OAMIX (20 years) vs VBAIX (25 years). OAMIX (0.86) 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 : 11.51 vs. VBAIX (8.07). VBAIX return over 5 years is better than : 30.32 vs. OAMIX (13.75).
| OAMIX | VBAIX | OAMIX / VBAIX | |
| Total Expense Ratio | 0.86 | 0.06 | 1,433% |
| Annual Report Gross Expense Ratio | 0.86 | 0.06 | 1,433% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 8.101 | 6.265 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 58.8B | 3% |
| Annual Yield % from dividends | 3.32 | 2.07 | 160% |
| Returns for 1 year | 11.51 | 8.07 | 143% |
| Returns for 3 years | 20.43 | 21.41 | 95% |
| Returns for 5 years | 13.75 | 30.32 | 45% |
| Returns for 10 years | 30.60 | 89.62 | 34% |
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