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OANMX vs VVIAX
OANMX vs VVIAX Comparison
Open Charts OANMX vs VVIAX
Oakmark Institutional
Price$150.34
Change-$0.63 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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OANMX vs VVIAX Comparison Chart
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OANMX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. OANMX (23.1B). 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 : 26.89 vs. VVIAX (24.02). OANMX return over 5 years is better than : 95.59 vs. VVIAX (55.46).
| 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 | 13.456 | 16.303 | 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 | 2.36 | 47% |
| Returns for 1 year | 26.89 | 24.02 | 112% |
| Returns for 3 years | 34.64 | 28.29 | 122% |
| Returns for 5 years | 95.59 | 55.46 | 172% |
| Returns for 10 years | N/A | 114.04 | - |