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OAKGX vs VGPMX
OAKGX vs VGPMX Comparison
Open Charts OAKGX vs VGPMX
Oakmark Global Investor
Price$37.65
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets1.12B
Vanguard Global Capital Cycles Investor
Price$18.89
Change-$0.18 (-0.94%)
VolumeN/A
Net Assets2.34B
OAKGX vs VGPMX Comparison Chart in %
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OAKGX vs. VGPMX commentary
Oct 19, 2025
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 OAKGX is a Hold and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.34B vs. OAKGX (1.12B). VGPMX pays higher dividends than OAKGX: VGPMX (1.70) vs OAKGX (1.03). OAKGX was incepted earlier than VGPMX: OAKGX (26 years) vs VGPMX (41 years). OAKGX (1.12) is less costly to investors than VGPMX (0.44). OAKGX is a more actively managed with annual turnover of: 48.00 vs. VGPMX (32.00). OAKGX has a lower initial minimum investment than VGPMX: OAKGX (0) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 35.11 vs. OAKGX (10.22). VGPMX return over 5 years is better than : 124.87 vs. OAKGX (50.51).
| OAKGX | VGPMX | OAKGX / VGPMX | |
| Total Expense Ratio | 1.12 | 0.44 | 255% |
| Annual Report Gross Expense Ratio | 1.12 | 0.44 | 255% |
| Fund Existence | 26 years | 41 years | - |
| Gain YTD | 15.455 | 49.578 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 2.34B | 48% |
| Annual Yield % from dividends | 1.03 | 1.70 | 61% |
| Returns for 1 year | 10.22 | 35.11 | 29% |
| Returns for 3 years | 46.47 | 86.35 | 54% |
| Returns for 5 years | 50.51 | 124.87 | 40% |
| Returns for 10 years | 41.23 | 158.86 | 26% |
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