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OANLX vs VIVIX
OANLX vs VIVIX Comparison
Open Charts OANLX vs VIVIX
Oakmark Select Institutional
Price$81.92
Change+$0.52 (+0.64%)
VolumeN/A
Net Assets7.08B
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
OANLX vs VIVIX Comparison Chart
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OANLX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. OANLX (7.08B). VIVIX pays higher dividends than OANLX: VIVIX (2.37) vs OANLX (0.66). OANLX was incepted earlier than VIVIX: OANLX (8 years) vs VIVIX (27 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 : 23.13 vs. VIVIX (18.21). OANLX return over 5 years is better than : 86.21 vs. VIVIX (44.19).
| OANLX | VIVIX | OANLX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 2.349 | 3.211 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.08B | 184B | 4% |
| Annual Yield % from dividends | 0.66 | 2.37 | 28% |
| Returns for 1 year | 23.13 | 18.21 | 127% |
| Returns for 3 years | 28.95 | 18.46 | 157% |
| Returns for 5 years | 86.21 | 44.19 | 195% |
| Returns for 10 years | N/A | 111.13 | - |
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