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OANLX vs VIVIX
OANLX vs VIVIX Comparison
Open Charts OANLX vs VIVIX
Oakmark Select Institutional
Price$78.27
Change-$1.71 (-2.14%)
VolumeN/A
Net Assets7.28B
Vanguard Value Index I
Price$67.22
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
OANLX vs VIVIX Comparison Chart
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OANLX vs. VIVIX commentary
Mar 11, 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. OANLX (7.28B). VIVIX pays higher dividends than OANLX: VIVIX (2.20) vs OANLX (0.52). 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). OANLX annual gain was more profitable for investors over the last year : 12.56 vs. VIVIX (10.22). OANLX return over 5 years is better than : 120.63 vs. VIVIX (64.64).
| 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 | -0.075 | 3.074 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.28B | 195B | 4% |
| Annual Yield % from dividends | 0.52 | 2.20 | 24% |
| Returns for 1 year | 12.56 | 10.22 | 123% |
| Returns for 3 years | 42.14 | 24.25 | 174% |
| Returns for 5 years | 120.63 | 64.64 | 187% |
| Returns for 10 years | N/A | 111.18 | - |