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OANMX vs VVIAX
OANMX vs VVIAX Comparison
Open Charts OANMX vs VVIAX
Oakmark Institutional
Price$150.18
Change-$4.07 (-2.64%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OANMX vs VVIAX Comparison Chart
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OANMX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OANMX (24.9B). VVIAX pays higher dividends than OANMX: VVIAX (2.36) vs OANMX (1.10). OANMX was incepted earlier than VVIAX: OANMX (8 years) vs VVIAX (24 years). OANMX is a more actively managed with annual turnover of: 52.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than OANMX: VVIAX (3000) vs OANMX (250000). OANMX annual gain was more profitable for investors over the last year : 18.79 vs. VVIAX (16.45). OANMX return over 5 years is better than : 101.32 vs. VVIAX (44.62).
| OANMX | VVIAX | OANMX / 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 | 17.917 | 16.051 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 195B | 13% |
| Annual Yield % from dividends | 1.10 | 2.36 | 47% |
| Returns for 1 year | 18.79 | 16.45 | 114% |
| Returns for 3 years | 36.58 | 20.49 | 179% |
| Returns for 5 years | 101.32 | 44.62 | 227% |
| Returns for 10 years | N/A | 104.84 | - |
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