OAKMX
Price
$163.55
Change
+$0.77 (+0.47%)
Updated
Jul 3 closing price
Net Assets
24.29B
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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OAKMX vs VVIAX

Header iconOAKMX vs VVIAX Comparison
Open Charts OAKMX vs VVIAXBanner chart's image
Oakmark Investor
Price$163.55
Change+$0.77 (+0.47%)
VolumeN/A
Net Assets24.29B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OAKMX vs VVIAX Comparison Chart in %
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OAKMX 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 OAKMX is a Buy and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OAKMX (24.3B). VVIAX pays higher dividends than OAKMX: VVIAX (2.18) vs OAKMX (1.06). 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: 42.00 vs. VVIAX (9.00). OAKMX has a lower initial minimum investment than VVIAX: OAKMX (0) vs VVIAX (3000). OAKMX annual gain was more profitable for investors over the last year : 17.55 vs. VVIAX (12.03). OAKMX return over 5 years is better than : 144.74 vs. VVIAX (80.13).
OAKMXVVIAXOAKMX / VVIAX
Total Expense Ratio0.890.051,780%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence34 years25 years-
Gain YTD7.4936.198121%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets24.3B189B13%
Annual Yield % from dividends1.062.1848%
Returns for 1 year17.5512.03146%
Returns for 3 years72.1935.17205%
Returns for 5 years144.7480.13181%
Returns for 10 years157.23115.67136%
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