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OAKGX vs VGPMX
OAKGX vs VGPMX Comparison
Open Charts OAKGX vs VGPMX
Oakmark Global Investor
Price$40.00
Change+$2.33 (+6.19%)
VolumeN/A
Net Assets1.14B
Vanguard Global Capital Cycles Investor
Price$22.96
Change+$4.14 (+22.00%)
VolumeN/A
Net Assets2.91B
OAKGX vs VGPMX Comparison Chart in %
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OAKGX vs. VGPMX commentary
Feb 05, 2026
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 Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.91B vs. OAKGX (1.14B). VGPMX pays higher dividends than OAKGX: VGPMX (2.36) vs OAKGX (1.08). OAKGX was incepted earlier than VGPMX: OAKGX (27 years) vs VGPMX (42 years). OAKGX (1.12) is less costly to investors than VGPMX (0.44). OAKGX is a more actively managed with annual turnover of: 68.00 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 : 75.86 vs. OAKGX (19.78). VGPMX return over 5 years is better than : 135.64 vs. OAKGX (23.71).
| OAKGX | VGPMX | OAKGX / VGPMX | |
| Total Expense Ratio | 1.12 | 0.44 | 255% |
| Annual Report Gross Expense Ratio | 1.12 | 0.44 | 255% |
| Fund Existence | 27 years | 42 years | - |
| Gain YTD | 2.354 | 12.439 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 2.91B | 39% |
| Annual Yield % from dividends | 1.08 | 2.36 | 46% |
| Returns for 1 year | 19.78 | 75.86 | 26% |
| Returns for 3 years | 26.65 | 90.49 | 29% |
| Returns for 5 years | 23.71 | 135.64 | 17% |
| Returns for 10 years | 84.53 | 245.29 | 34% |
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