Interact to see
Advertisement
Advertisement
OAMIX vs VBIAX
OAMIX vs VBIAX Comparison
Open Charts OAMIX vs VBIAX
Invesco Select Risk: Moderate Inv A
Price$11.54
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets1.79B
Vanguard Balanced Index Adm
Price$48.77
Change-$0.19 (-0.39%)
VolumeN/A
Net Assets56.6B
OAMIX vs VBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAMIX vs. VBIAX 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 56.6B vs. OAMIX (1.79B). OAMIX pays higher dividends than VBIAX: OAMIX (3.43) vs VBIAX (2.14). OAMIX was incepted earlier than VBIAX: OAMIX (20 years) vs VBIAX (25 years). OAMIX (0.86) is less costly to investors than VBIAX (0.07). OAMIX is a more actively managed with annual turnover of: 42.00 vs. VBIAX (22.00). OAMIX has a lower initial minimum investment than VBIAX: OAMIX (1000) vs VBIAX (3000). OAMIX annual gain was more profitable for investors over the last year : 8.32 vs. VBIAX (4.00). VBIAX return over 5 years is better than : 30.92 vs. OAMIX (15.04).
| OAMIX | VBIAX | OAMIX / VBIAX | |
| Total Expense Ratio | 0.86 | 0.07 | 1,229% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 3.870 | 1.386 | 279% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 56.6B | 3% |
| Annual Yield % from dividends | 3.43 | 2.14 | 160% |
| Returns for 1 year | 8.32 | 4.00 | 208% |
| Returns for 3 years | 26.32 | 28.65 | 92% |
| Returns for 5 years | 15.04 | 30.92 | 49% |
| Returns for 10 years | 23.90 | 79.82 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BLDG | 24.97 | -0.12 | -0.47% |
| Cambria Global Real Estate ETF | |||
| WTV | 83.86 | -0.79 | -0.93% |
| WisdomTree US Value ETF | |||
| EELV | 25.72 | -0.25 | -0.96% |
| Invesco S&P Emerging Markets Low Vol ETF | |||
| VEA | 55.74 | -0.71 | -1.26% |
| Vanguard FTSE Developed Markets ETF | |||
| PSCH | 39.92 | -0.61 | -1.51% |
| Invesco S&P SmallCap Health Care ETF | |||