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OANMX vs VIVIX
OANMX vs VIVIX Comparison
Open Charts OANMX vs VIVIX
Oakmark Institutional
Price$150.18
Change-$4.07 (-2.64%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
OANMX vs VIVIX Comparison Chart
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OANMX vs. VIVIX commentary
Dec 19, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. OANMX (24.9B). VIVIX pays higher dividends than OANMX: VIVIX (2.37) vs OANMX (1.10). OANMX was incepted earlier than VIVIX: OANMX (8 years) vs VIVIX (26 years). OANMX is a more actively managed with annual turnover of: 52.00 vs. VIVIX (10.00). OANMX has a lower initial minimum investment than VIVIX: OANMX (250000) vs VIVIX (5000000). OANMX annual gain was more profitable for investors over the last year : 18.79 vs. VIVIX (16.43). OANMX return over 5 years is better than : 101.32 vs. VIVIX (44.60).
| OANMX | VIVIX | OANMX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 17.917 | 16.034 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 195B | 13% |
| Annual Yield % from dividends | 1.10 | 2.37 | 47% |
| Returns for 1 year | 18.79 | 16.43 | 114% |
| Returns for 3 years | 36.58 | 20.48 | 179% |
| Returns for 5 years | 101.32 | 44.60 | 227% |
| Returns for 10 years | N/A | 104.87 | - |
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