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OANLX vs VIVIX
OANLX vs VIVIX Comparison
Open Charts OANLX vs VIVIX
Oakmark Select Institutional
Price$82.09
Change-$0.85 (-1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
OANLX vs VIVIX Comparison Chart
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OANLX vs. VIVIX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. OANLX (7.46B). VIVIX pays higher dividends than OANLX: VIVIX (2.37) vs OANLX (0.66). OANLX was incepted earlier than VIVIX: OANLX (8 years) vs VIVIX (26 years). OANLX is a more actively managed with annual turnover of: 70.00 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 : 18.86 vs. VIVIX (16.43). OANLX return over 5 years is better than : 93.69 vs. VIVIX (44.60).
| OANLX | VIVIX | OANLX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 17.368 | 16.034 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.46B | 195B | 4% |
| Annual Yield % from dividends | 0.66 | 2.37 | 28% |
| Returns for 1 year | 18.86 | 16.43 | 115% |
| Returns for 3 years | 33.69 | 20.48 | 165% |
| Returns for 5 years | 93.69 | 44.60 | 210% |
| Returns for 10 years | N/A | 104.87 | - |
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