Ad is loading...
OANMX vs VIVIX
OANMX vs VIVIX Comparison
Open Charts OANMX vs VIVIX
Oakmark Institutional
Price$150.34
Change-$0.63 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
OANMX vs VIVIX Comparison Chart
Loading...
OANMX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. OANMX (23.1B). 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 : 26.89 vs. VIVIX (24.01). OANMX return over 5 years is better than : 95.59 vs. VIVIX (55.47).
| 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 | 13.456 | 16.286 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 183B | 13% |
| Annual Yield % from dividends | 1.10 | 2.37 | 47% |
| Returns for 1 year | 26.89 | 24.01 | 112% |
| Returns for 3 years | 34.64 | 28.27 | 123% |
| Returns for 5 years | 95.59 | 55.47 | 172% |
| Returns for 10 years | N/A | 114.02 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...