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OANLX vs VVIAX
OANLX vs VVIAX Comparison
Open Charts OANLX vs VVIAX
Oakmark Select Institutional
Price$75.54
Change-$0.29 (-0.38%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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OANLX vs VVIAX Comparison Chart
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OANLX vs. VVIAX commentary
Sep 21, 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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. OANLX (6.68B). 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). VVIAX annual gain was more profitable for investors over the last year : 20.40 vs. OANLX (16.93). OANLX return over 5 years is better than : 90.11 vs. VVIAX (54.20).
| 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 | 5.989 | 15.359 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.68B | 183B | 4% |
| Annual Yield % from dividends | 0.66 | 2.36 | 28% |
| Returns for 1 year | 16.93 | 20.40 | 83% |
| Returns for 3 years | 20.02 | 25.00 | 80% |
| Returns for 5 years | 90.11 | 54.20 | 166% |
| Returns for 10 years | N/A | 109.21 | - |
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