Ad is loading...
OANLX vs VVIAX
OANLX vs VVIAX Comparison
Open Charts OANLX vs VVIAX
Oakmark Select Institutional
Price$74.36
Change+$0.98 (+1.34%)
VolumeN/A
Net Assets6.99B
Vanguard Value Index Adm
Price$63.76
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
OANLX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OANLX vs. VVIAX commentary
Apr 24, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B 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). VVIAX annual gain was more profitable for investors over the last year : 2.69 vs. OANLX (1.58). OANLX return over 5 years is better than : 135.55 vs. VVIAX (68.73).
| 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 | -8.321 | -4.092 | 203% |
| 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 | 191B | 4% |
| Annual Yield % from dividends | 0.54 | 2.26 | 24% |
| Returns for 1 year | 1.58 | 2.69 | 59% |
| Returns for 3 years | 32.29 | 11.95 | 270% |
| Returns for 5 years | 135.55 | 68.73 | 197% |
| Returns for 10 years | N/A | 90.34 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...