OAKMX
Price
$173.75
Change
+$0.01 (+0.01%)
Updated
Dec 26 closing price
Net Assets
24.77B
VVIAX
Price
$75.21
Change
-$0.03 (-0.04%)
Updated
Dec 26 closing price
Net Assets
215.53B
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OAKMX vs VVIAX

Header iconOAKMX vs VVIAX Comparison
Open Charts OAKMX vs VVIAXBanner chart's image
Oakmark Investor
Price$173.75
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets24.77B
Vanguard Value Index Adm
Price$75.21
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets215.53B
OAKMX vs VVIAX Comparison Chart in %
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OAKMX vs. VVIAX commentary
Dec 28, 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 OAKMX is a Hold and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. OAKMX (24.8B). VVIAX pays higher dividends than OAKMX: VVIAX (2.04) vs OAKMX (1.02). OAKMX was incepted earlier than VVIAX: OAKMX (34 years) vs VVIAX (25 years). OAKMX (0.89) is less costly to investors than VVIAX (0.05). OAKMX is a more actively managed with annual turnover of: 63.00 vs. VVIAX (9.00). OAKMX has a lower initial minimum investment than VVIAX: OAKMX (0) vs VVIAX (3000). OAKMX (12.88) and VVIAX (12.41) have marching annual gain over last year. OAKMX return over 5 years is better than : 101.67 vs. VVIAX (64.92).
OAKMXVVIAXOAKMX / VVIAX
Total Expense Ratio0.890.051,780%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence34 years25 years-
Gain YTD14.19713.974102%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.8B216B11%
Annual Yield % from dividends1.022.0450%
Returns for 1 year12.8812.41104%
Returns for 3 years74.8437.41200%
Returns for 5 years101.6764.92157%
Returns for 10 years181.43133.33136%
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