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OAMIX vs VBINX
OAMIX vs VBINX Comparison
Open Charts OAMIX vs VBINX
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 VBINX Comparison Chart
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OAMIX vs. VBINX 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 VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 55.5B vs. OAMIX (1.74B). OAMIX pays higher dividends than VBINX: OAMIX (3.55) vs VBINX (2.09). OAMIX was incepted earlier than VBINX: OAMIX (20 years) vs VBINX (33 years). OAMIX (0.88) is less costly to investors than VBINX (0.18). OAMIX is a more actively managed with annual turnover of: 42.00 vs. VBINX (22.00). VBINX has a lower initial minimum investment than OAMIX: VBINX (0) vs OAMIX (1000). OAMIX annual gain was more profitable for investors over the last year : 7.07 vs. VBINX (5.36). VBINX return over 5 years is better than : 34.70 vs. OAMIX (17.95).
| OAMIX | VBINX | OAMIX / VBINX | |
| Total Expense Ratio | 0.88 | 0.18 | 489% |
| Annual Report Gross Expense Ratio | 0.88 | 0.18 | 489% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 0.720 | -2.462 | -29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 55.5B | 3% |
| Annual Yield % from dividends | 3.55 | 2.09 | 170% |
| Returns for 1 year | 7.07 | 5.36 | 132% |
| Returns for 3 years | 13.17 | 13.64 | 97% |
| Returns for 5 years | 17.95 | 34.70 | 52% |
| Returns for 10 years | 21.24 | 73.14 | 29% |
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