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OANLX vs VVIAX
OANLX vs VVIAX Comparison
Open Charts OANLX vs VVIAX
Oakmark Select Institutional
Price$82.09
Change-$0.85 (-1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OANLX vs VVIAX Comparison Chart
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OANLX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OANLX (7.46B). 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 : 18.86 vs. VVIAX (16.45). OANLX return over 5 years is better than : 93.69 vs. VVIAX (44.62).
| 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 | 17.368 | 16.051 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.46B | 195B | 4% |
| Annual Yield % from dividends | 0.66 | 2.36 | 28% |
| Returns for 1 year | 18.86 | 16.45 | 115% |
| Returns for 3 years | 33.69 | 20.49 | 164% |
| Returns for 5 years | 93.69 | 44.62 | 210% |
| Returns for 10 years | N/A | 104.84 | - |
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