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OANLX vs VIVAX
OANLX vs VIVAX Comparison
Open Charts OANLX vs VIVAX
Oakmark Select Institutional
Price$82.09
Change-$0.85 (-1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OANLX vs VIVAX Comparison Chart
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OANLX vs. VIVAX commentary
Dec 19, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OANLX (7.46B). 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). OANLX annual gain was more profitable for investors over the last year : 18.86 vs. VIVAX (16.42). OANLX return over 5 years is better than : 93.69 vs. VIVAX (44.64).
| 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 | 17.368 | 16.008 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.46B | 195B | 4% |
| Annual Yield % from dividends | 0.66 | 2.25 | 29% |
| Returns for 1 year | 18.86 | 16.42 | 115% |
| Returns for 3 years | 33.69 | 20.48 | 164% |
| Returns for 5 years | 93.69 | 44.64 | 210% |
| Returns for 10 years | N/A | 104.82 | - |
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