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OANLX vs VIVIX
OANLX vs VIVIX Comparison
Open Charts OANLX vs VIVIX
Oakmark Select Institutional
Price$74.36
Change+$0.98 (+1.34%)
VolumeN/A
Net Assets6.99B
Vanguard Value Index I
Price$63.76
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
OANLX vs VIVIX Comparison Chart
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OANLX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. OANLX (6.99B). VIVIX pays higher dividends than OANLX: VIVIX (2.27) vs OANLX (0.54). OANLX was incepted earlier than VIVIX: OANLX (8 years) vs VIVIX (27 years). OANLX (0.76) is less costly to investors than VIVIX (0.04). OANLX is a more actively managed with annual turnover of: 57.00 vs. VIVIX (10.00). OANLX has a lower initial minimum investment than VIVIX: OANLX (250000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 2.69 vs. OANLX (1.58). OANLX return over 5 years is better than : 135.55 vs. VIVIX (68.73).
| OANLX | VIVIX | OANLX / VIVIX | |
| Total Expense Ratio | 0.76 | 0.04 | 1,900% |
| Annual Report Gross Expense Ratio | 0.76 | 0.04 | 1,900% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -8.321 | -4.077 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 191B | 4% |
| Annual Yield % from dividends | 0.54 | 2.27 | 24% |
| Returns for 1 year | 1.58 | 2.69 | 59% |
| Returns for 3 years | 32.29 | 11.95 | 270% |
| Returns for 5 years | 135.55 | 68.73 | 197% |
| Returns for 10 years | N/A | 90.34 | - |
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