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OANLX vs VVIAX
OANLX vs VVIAX Comparison
Open Charts OANLX vs VVIAX
Oakmark Select Institutional
Price$82.68
Change-$0.77 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.33
Change-$0.55 (-0.79%)
VolumeN/A
CapitalizationN/A
OANLX vs VVIAX Comparison Chart
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OANLX vs. VVIAX commentary
Nov 13, 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 StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OANLX (6.84B). 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 : 36.66 vs. VVIAX (29.29). OANLX return over 5 years is better than : 103.62 vs. VVIAX (53.41).
| 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 | 18.706 | 19.003 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 184B | 4% |
| Annual Yield % from dividends | 0.66 | 2.36 | 28% |
| Returns for 1 year | 36.66 | 29.29 | 125% |
| Returns for 3 years | 27.79 | 22.51 | 123% |
| Returns for 5 years | 103.62 | 53.41 | 194% |
| Returns for 10 years | N/A | 113.85 | - |
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