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OAKWX vs VGPMX
OAKWX vs VGPMX Comparison
Open Charts OAKWX vs VGPMX
Oakmark Global Select Investor
Price$25.68
Change+$0.18 (+0.71%)
VolumeN/A
Net Assets1.01B
Vanguard Global Capital Cycles Investor
Price$18.47
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets2.01B
OAKWX vs VGPMX Comparison Chart in %
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OAKWX vs. VGPMX commentary
Sep 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 OAKWX is a Hold and VGPMX is a Buy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.01B vs. OAKWX (1.02B). VGPMX pays higher dividends than OAKWX: VGPMX (1.90) vs OAKWX (1.01). OAKWX was incepted earlier than VGPMX: OAKWX (19 years) vs VGPMX (41 years). OAKWX (1.13) is less costly to investors than VGPMX (0.44). OAKWX is a more actively managed with annual turnover of: 44.00 vs. VGPMX (32.00). OAKWX has a lower initial minimum investment than VGPMX: OAKWX (0) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 30.80 vs. OAKWX (10.98). VGPMX return over 5 years is better than : 127.34 vs. OAKWX (60.58).
| OAKWX | VGPMX | OAKWX / VGPMX | |
| Total Expense Ratio | 1.13 | 0.44 | 257% |
| Annual Report Gross Expense Ratio | 1.13 | 0.44 | 257% |
| Fund Existence | 19 years | 41 years | - |
| Gain YTD | 15.989 | 46.252 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 2.01B | 51% |
| Annual Yield % from dividends | 1.01 | 1.90 | 53% |
| Returns for 1 year | 10.98 | 30.80 | 36% |
| Returns for 3 years | 65.89 | 90.78 | 73% |
| Returns for 5 years | 60.58 | 127.34 | 48% |
| Returns for 10 years | 79.92 | 190.30 | 42% |
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