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OANLX vs VIVAX
OANLX vs VIVAX Comparison
Open Charts OANLX vs VIVAX
Oakmark Select Institutional
Price$75.54
Change-$0.29 (-0.38%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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OANLX vs VIVAX Comparison Chart
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OANLX vs. VIVAX commentary
Sep 21, 2024
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 OANLX is a Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. OANLX (6.68B). VIVAX pays higher dividends than OANLX: VIVAX (2.25) vs OANLX (0.66). OANLX was incepted earlier than VIVAX: OANLX (8 years) vs VIVAX (32 years). OANLX is a more actively managed with annual turnover of: 70.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than OANLX: VIVAX (3000) vs OANLX (250000). VIVAX annual gain was more profitable for investors over the last year : 20.39 vs. OANLX (16.93). OANLX return over 5 years is better than : 90.11 vs. VIVAX (54.21).
| OANLX | VIVAX | OANLX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 5.989 | 15.335 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.68B | 183B | 4% |
| Annual Yield % from dividends | 0.66 | 2.25 | 29% |
| Returns for 1 year | 16.93 | 20.39 | 83% |
| Returns for 3 years | 20.02 | 25.01 | 80% |
| Returns for 5 years | 90.11 | 54.21 | 166% |
| Returns for 10 years | N/A | 109.13 | - |
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