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OAMIX vs VBINX
OAMIX vs VBINX Comparison
Open Charts OAMIX vs VBINX
Invesco Select Risk: Moderate Inv A
Price$12.06
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets1.82B
Vanguard Balanced Index I
Price$51.35
Change+$0.22 (+0.43%)
VolumeN/A
Net Assets58.79B
OAMIX vs VBINX Comparison Chart in %
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OAMIX vs. VBINX 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 VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.8B vs. OAMIX (1.82B). OAMIX pays higher dividends than VBINX: OAMIX (3.32) vs VBINX (1.96). 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 : 11.51 vs. VBINX (7.99). VBINX return over 5 years is better than : 29.90 vs. OAMIX (13.75).
| 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 | 8.101 | 6.203 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 58.8B | 3% |
| Annual Yield % from dividends | 3.32 | 1.96 | 170% |
| Returns for 1 year | 11.51 | 7.99 | 144% |
| Returns for 3 years | 20.43 | 21.16 | 97% |
| Returns for 5 years | 13.75 | 29.90 | 46% |
| Returns for 10 years | 30.60 | 88.42 | 35% |
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