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OANLX vs VIVAX
OANLX vs VIVAX Comparison
Open Charts OANLX vs VIVAX
Oakmark Select Institutional
Price$81.15
Change-$0.79 (-0.96%)
VolumeN/A
Net Assets7.02B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
OANLX vs VIVAX Comparison Chart
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OANLX vs. VIVAX commentary
Jun 15, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. OANLX (7.02B). VIVAX pays higher dividends than OANLX: VIVAX (2.16) vs OANLX (0.54). OANLX was incepted earlier than VIVAX: OANLX (9 years) vs VIVAX (33 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 (9.00). 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 : 18.31 vs. VIVAX (8.01). OANLX return over 5 years is better than : 125.14 vs. VIVAX (72.56).
| OANLX | VIVAX | OANLX / VIVAX | |
| Total Expense Ratio | 0.76 | 0.17 | 447% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 1.387 | 2.419 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.02B | 189B | 4% |
| Annual Yield % from dividends | 0.54 | 2.16 | 25% |
| Returns for 1 year | 18.31 | 8.01 | 229% |
| Returns for 3 years | 59.97 | 32.20 | 186% |
| Returns for 5 years | 125.14 | 72.56 | 172% |
| Returns for 10 years | N/A | 103.54 | - |
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