OAKLX
Price
$83.81
Change
+$0.34 (+0.41%)
Updated
Jul 3 closing price
Net Assets
7.3B
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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OAKLX vs VVIAX

Header iconOAKLX vs VVIAX Comparison
Open Charts OAKLX vs VVIAXBanner chart's image
Oakmark Select Investor
Price$83.81
Change+$0.34 (+0.41%)
VolumeN/A
Net Assets7.3B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OAKLX vs VVIAX Comparison Chart in %
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OAKLX vs. VVIAX commentary
Jul 07, 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 OAKLX is a Buy and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OAKLX (7.3B). VVIAX pays higher dividends than OAKLX: VVIAX (2.18) vs OAKLX (0.30). OAKLX was incepted earlier than VVIAX: OAKLX (29 years) vs VVIAX (25 years). OAKLX (0.99) is less costly to investors than VVIAX (0.05). OAKLX is a more actively managed with annual turnover of: 57.00 vs. VVIAX (9.00). OAKLX has a lower initial minimum investment than VVIAX: OAKLX (0) vs VVIAX (3000). OAKLX annual gain was more profitable for investors over the last year : 19.55 vs. VVIAX (12.03). OAKLX return over 5 years is better than : 132.18 vs. VVIAX (80.13).
OAKLXVVIAXOAKLX / VVIAX
Total Expense Ratio0.990.051,980%
Annual Report Gross Expense Ratio0.990.051,980%
Fund Existence29 years25 years-
Gain YTD4.5796.19874%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.3B189B4%
Annual Yield % from dividends0.302.1814%
Returns for 1 year19.5512.03162%
Returns for 3 years64.9435.17185%
Returns for 5 years132.1880.13165%
Returns for 10 years111.85115.6797%
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