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OANLX vs VIVAX
OANLX vs VIVAX Comparison
Open Charts OANLX vs VIVAX
Oakmark Select Institutional
Price$74.36
Change+$0.98 (+1.34%)
VolumeN/A
Net Assets6.99B
Vanguard Value Index I
Price$63.78
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
OANLX vs VIVAX Comparison Chart
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OANLX vs. VIVAX commentary
Apr 24, 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: 191B 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). VIVAX annual gain was more profitable for investors over the last year : 2.68 vs. OANLX (1.58). OANLX return over 5 years is better than : 135.55 vs. VIVAX (68.72).
| 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 | -8.321 | -4.092 | 203% |
| 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 | 191B | 4% |
| Annual Yield % from dividends | 0.54 | 2.14 | 25% |
| Returns for 1 year | 1.58 | 2.68 | 59% |
| Returns for 3 years | 32.29 | 11.96 | 270% |
| Returns for 5 years | 135.55 | 68.72 | 197% |
| Returns for 10 years | N/A | 90.37 | - |
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