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OAMIX vs VBAIX
OAMIX vs VBAIX Comparison
Open Charts OAMIX vs VBAIX
Invesco Select Risk: Moderate Inv A
Price$11.54
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets1.79B
Vanguard Balanced Index I
Price$48.78
Change-$0.19 (-0.39%)
VolumeN/A
Net Assets56.6B
OAMIX vs VBAIX Comparison Chart in %
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OAMIX vs. VBAIX commentary
Jun 18, 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 Hold and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 56.6B vs. OAMIX (1.79B). OAMIX pays higher dividends than VBAIX: OAMIX (3.43) vs VBAIX (2.15). 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 : 8.58 vs. VBAIX (4.01). VBAIX return over 5 years is better than : 30.99 vs. OAMIX (15.85).
| 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 | 4.410 | 1.387 | 318% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 56.6B | 3% |
| Annual Yield % from dividends | 3.43 | 2.15 | 160% |
| Returns for 1 year | 8.58 | 4.01 | 214% |
| Returns for 3 years | 26.97 | 28.70 | 94% |
| Returns for 5 years | 15.85 | 30.99 | 51% |
| Returns for 10 years | 24.54 | 79.95 | 31% |
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