OAKLX vs. VLIFX
Compare and contrast key facts about Oakmark Select Fund (OAKLX) and Value Line Mid Cap Focused Fund (VLIFX).
OAKLX is managed by Oakmark. It was launched on Nov 1, 1996. VLIFX is managed by Value Line. It was launched on Mar 1, 1950.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OAKLX or VLIFX.
Correlation
The correlation between OAKLX and VLIFX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
OAKLX vs. VLIFX - Performance Comparison
Key characteristics
OAKLX:
1.04
VLIFX:
0.65
OAKLX:
1.55
VLIFX:
0.98
OAKLX:
1.19
VLIFX:
1.12
OAKLX:
1.86
VLIFX:
1.04
OAKLX:
4.43
VLIFX:
3.29
OAKLX:
3.43%
VLIFX:
2.76%
OAKLX:
14.56%
VLIFX:
13.91%
OAKLX:
-65.99%
VLIFX:
-81.77%
OAKLX:
-5.14%
VLIFX:
-7.94%
Returns By Period
In the year-to-date period, OAKLX achieves a 14.34% return, which is significantly higher than VLIFX's 7.91% return. Over the past 10 years, OAKLX has underperformed VLIFX with an annualized return of 7.25%, while VLIFX has yielded a comparatively higher 9.01% annualized return.
OAKLX
14.34%
-4.29%
15.26%
14.95%
13.38%
7.25%
VLIFX
7.91%
-6.05%
1.90%
8.31%
6.53%
9.01%
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OAKLX vs. VLIFX - Expense Ratio Comparison
OAKLX has a 0.98% expense ratio, which is lower than VLIFX's 1.07% expense ratio.
Risk-Adjusted Performance
OAKLX vs. VLIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Select Fund (OAKLX) and Value Line Mid Cap Focused Fund (VLIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
OAKLX vs. VLIFX - Dividend Comparison
Neither OAKLX nor VLIFX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKLX Oakmark Select Fund | 0.00% | 0.51% | 0.31% | 0.04% | 0.00% | 0.67% | 0.18% | 0.28% | 0.94% | 0.30% | 0.00% | 0.10% |
VLIFX Value Line Mid Cap Focused Fund | 0.00% | 0.03% | 0.13% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.42% |
Drawdowns
OAKLX vs. VLIFX - Drawdown Comparison
The maximum OAKLX drawdown since its inception was -65.99%, smaller than the maximum VLIFX drawdown of -81.77%. Use the drawdown chart below to compare losses from any high point for OAKLX and VLIFX. For additional features, visit the drawdowns tool.
Volatility
OAKLX vs. VLIFX - Volatility Comparison
Oakmark Select Fund (OAKLX) and Value Line Mid Cap Focused Fund (VLIFX) have volatilities of 4.67% and 4.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.