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OANLX vs VVIAX
OANLX vs VVIAX Comparison
Open Charts OANLX vs VVIAX
Oakmark Select Institutional
Price$82.75
Change-$1.62 (-1.92%)
VolumeN/A
Net Assets7.44B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
OANLX vs VVIAX Comparison Chart
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OANLX vs. VVIAX commentary
Feb 23, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. OANLX (7.44B). VVIAX pays higher dividends than OANLX: VVIAX (2.36) vs OANLX (0.66). OANLX was incepted earlier than VVIAX: OANLX (8 years) vs VVIAX (24 years). OANLX is a more actively managed with annual turnover of: 70.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than OANLX: VVIAX (3000) vs OANLX (250000). OANLX annual gain was more profitable for investors over the last year : 17.81 vs. VVIAX (13.46). OANLX return over 5 years is better than : 92.26 vs. VVIAX (47.22).
| OANLX | VVIAX | OANLX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 3.386 | 4.164 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.44B | 193B | 4% |
| Annual Yield % from dividends | 0.66 | 2.36 | 28% |
| Returns for 1 year | 17.81 | 13.46 | 132% |
| Returns for 3 years | 37.87 | 23.94 | 158% |
| Returns for 5 years | 92.26 | 47.22 | 195% |
| Returns for 10 years | N/A | 105.55 | - |
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