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OAMIX vs VBINX
OAMIX vs VBINX Comparison
Open Charts OAMIX vs VBINX
Invesco Select Risk: Moderate Inv A
Price$11.54
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets1.79B
Vanguard Balanced Index I
Price$48.77
Change-$0.19 (-0.39%)
VolumeN/A
Net Assets56.6B
OAMIX vs VBINX Comparison Chart in %
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OAMIX vs. VBINX 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 VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 56.6B vs. OAMIX (1.79B). OAMIX pays higher dividends than VBINX: OAMIX (3.43) vs VBINX (2.03). OAMIX was incepted earlier than VBINX: OAMIX (20 years) vs VBINX (33 years). OAMIX (0.86) 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 : 8.58 vs. VBINX (3.94). VBINX return over 5 years is better than : 30.57 vs. OAMIX (15.85).
| OAMIX | VBINX | OAMIX / VBINX | |
| Total Expense Ratio | 0.86 | 0.18 | 478% |
| Annual Report Gross Expense Ratio | 0.86 | 0.18 | 478% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 4.410 | 1.347 | 328% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 56.6B | 3% |
| Annual Yield % from dividends | 3.43 | 2.03 | 169% |
| Returns for 1 year | 8.58 | 3.94 | 218% |
| Returns for 3 years | 26.97 | 28.44 | 95% |
| Returns for 5 years | 15.85 | 30.57 | 52% |
| Returns for 10 years | 24.54 | 78.79 | 31% |
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