Ad is loading...
OANLX vs VIVAX
OANLX vs VIVAX Comparison
Open Charts OANLX vs VIVAX
Oakmark Select Institutional
Price$81.92
Change+$0.52 (+0.64%)
VolumeN/A
Net Assets7.08B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
OANLX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OANLX vs. VIVAX commentary
Jan 19, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. OANLX (7.08B). 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 : 23.13 vs. VIVAX (18.19). OANLX return over 5 years is better than : 86.21 vs. VIVAX (44.18).
| 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 | 2.349 | 3.194 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.08B | 184B | 4% |
| Annual Yield % from dividends | 0.66 | 2.25 | 29% |
| Returns for 1 year | 23.13 | 18.19 | 127% |
| Returns for 3 years | 28.95 | 18.46 | 157% |
| Returns for 5 years | 86.21 | 44.18 | 195% |
| Returns for 10 years | N/A | 111.10 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...