OAKMX
Price
$171.34
Change
+$7.72 (+4.72%)
Updated
Feb 3 closing price
Net Assets
25.27B
VVIAX
Price
$78.98
Change
+$6.40 (+8.82%)
Updated
Feb 3 closing price
Net Assets
217.68B
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OAKMX vs VVIAX

Header iconOAKMX vs VVIAX Comparison
Open Charts OAKMX vs VVIAXBanner chart's image
Oakmark Investor
Price$171.34
Change+$7.72 (+4.72%)
VolumeN/A
Net Assets25.27B
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
OAKMX vs VVIAX Comparison Chart in %
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OAKMX vs. VVIAX commentary
Feb 04, 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 OAKMX is a Buy and VVIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. OAKMX (25.3B). VVIAX pays higher dividends than OAKMX: VVIAX (1.95) vs OAKMX (0.92). OAKMX was incepted earlier than VVIAX: OAKMX (35 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). VVIAX annual gain was more profitable for investors over the last year : 15.08 vs. OAKMX (9.19). OAKMX return over 5 years is better than : 86.57 vs. VVIAX (66.27).
OAKMXVVIAXOAKMX / VVIAX
Total Expense Ratio0.890.051,780%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence35 years25 years-
Gain YTD-0.4185.999-7%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets25.3B218B12%
Annual Yield % from dividends0.921.9547%
Returns for 1 year9.1915.0861%
Returns for 3 years49.9041.04122%
Returns for 5 years86.5766.27131%
Returns for 10 years215.31167.18129%
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