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OANLX vs VVIAX
OANLX vs VVIAX Comparison
Open Charts OANLX vs VVIAX
Oakmark Select Institutional
Price$79.91
Change+$0.69 (+0.87%)
VolumeN/A
Net Assets6.99B
Vanguard Value Index Adm
Price$67.62
Change+$0.39 (+0.58%)
VolumeN/A
Net Assets195.24B
OANLX vs VVIAX Comparison Chart
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OANLX vs. VVIAX commentary
Apr 04, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OANLX (6.99B). VVIAX pays higher dividends than OANLX: VVIAX (2.26) vs OANLX (0.54). OANLX was incepted earlier than VVIAX: OANLX (8 years) vs VVIAX (24 years). OANLX (0.76) is less costly to investors than VVIAX (0.05). OANLX is a more actively managed with annual turnover of: 57.00 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 : 8.77 vs. VVIAX (7.07). OANLX return over 5 years is better than : 197.62 vs. VVIAX (100.53).
| OANLX | VVIAX | OANLX / VVIAX | |
| Total Expense Ratio | 0.76 | 0.05 | 1,520% |
| Annual Report Gross Expense Ratio | 0.76 | 0.05 | 1,520% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -0.162 | 1.830 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.99B | 195B | 4% |
| Annual Yield % from dividends | 0.54 | 2.26 | 24% |
| Returns for 1 year | 8.77 | 7.07 | 124% |
| Returns for 3 years | 33.53 | 16.40 | 204% |
| Returns for 5 years | 197.62 | 100.53 | 197% |
| Returns for 10 years | N/A | 107.06 | - |