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OANLX vs VIVAX
OANLX vs VIVAX Comparison
Open Charts OANLX vs VIVAX
Oakmark Select Institutional
Price$79.91
Change+$0.69 (+0.87%)
VolumeN/A
Net Assets6.99B
Vanguard Value Index I
Price$67.64
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets195.24B
OANLX vs VIVAX Comparison Chart
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OANLX vs. VIVAX commentary
Apr 04, 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 OANLX is a StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OANLX (6.99B). VIVAX pays higher dividends than OANLX: VIVAX (2.14) vs OANLX (0.54). OANLX was incepted earlier than VIVAX: OANLX (8 years) vs VIVAX (32 years). OANLX (0.76) is less costly to investors than VIVAX (0.17). OANLX is a more actively managed with annual turnover of: 57.00 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 : 8.77 vs. VIVAX (7.07). OANLX return over 5 years is better than : 197.62 vs. VIVAX (100.53).
| OANLX | VIVAX | OANLX / VIVAX | |
| Total Expense Ratio | 0.76 | 0.17 | 447% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | -0.162 | 1.843 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 195B | 4% |
| Annual Yield % from dividends | 0.54 | 2.14 | 25% |
| Returns for 1 year | 8.77 | 7.07 | 124% |
| Returns for 3 years | 33.53 | 16.40 | 204% |
| Returns for 5 years | 197.62 | 100.53 | 197% |
| Returns for 10 years | N/A | 107.12 | - |