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OANMX vs VIVAX
OANMX vs VIVAX Comparison
Open Charts OANMX vs VIVAX
Oakmark Institutional
Price$150.34
Change-$0.63 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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OANMX vs VIVAX Comparison Chart
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OANMX vs. VIVAX 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 OANMX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. OANMX (23.1B). VIVAX pays higher dividends than OANMX: VIVAX (2.25) vs OANMX (1.10). OANMX was incepted earlier than VIVAX: OANMX (8 years) vs VIVAX (32 years). OANMX is a more actively managed with annual turnover of: 52.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than OANMX: VIVAX (3000) vs OANMX (250000). OANMX annual gain was more profitable for investors over the last year : 26.89 vs. VIVAX (23.98). OANMX return over 5 years is better than : 95.59 vs. VIVAX (55.44).
| OANMX | VIVAX | OANMX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 13.456 | 16.261 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 183B | 13% |
| Annual Yield % from dividends | 1.10 | 2.25 | 49% |
| Returns for 1 year | 26.89 | 23.98 | 112% |
| Returns for 3 years | 34.64 | 28.28 | 123% |
| Returns for 5 years | 95.59 | 55.44 | 172% |
| Returns for 10 years | N/A | 113.95 | - |
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