OANMX vs. VEIRX
Compare and contrast key facts about Oakmark Fund Institutional Class (OANMX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
OANMX is managed by Oakmark. It was launched on Nov 30, 2016. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OANMX or VEIRX.
Key characteristics
| OANMX | VEIRX | |
|---|---|---|
| YTD Return | 13.93% | 14.99% |
| 1Y Return | 25.38% | 21.72% |
| 3Y Return (Ann) | 11.38% | 10.54% |
| 5Y Return (Ann) | 16.76% | 11.32% |
| Sharpe Ratio | 1.78 | 1.94 |
| Daily Std Dev | 13.66% | 10.95% |
| Max Drawdown | -42.36% | -54.02% |
| Current Drawdown | -0.09% | 0.00% |
Correlation
The correlation between OANMX and VEIRX is 0.89, 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
OANMX vs. VEIRX - Performance Comparison
In the year-to-date period, OANMX achieves a 13.93% return, which is significantly lower than VEIRX's 14.99% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OANMX vs. VEIRX - Expense Ratio Comparison
OANMX has a 0.68% expense ratio, which is higher than VEIRX's 0.19% expense ratio.
Risk-Adjusted Performance
OANMX vs. VEIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Fund Institutional Class (OANMX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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
OANMX vs. VEIRX - Dividend Comparison
OANMX's dividend yield for the trailing twelve months is around 1.07%, less than VEIRX's 6.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OANMX Oakmark Fund Institutional Class | 1.07% | 1.22% | 1.17% | 1.94% | 0.33% | 8.53% | 0.96% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 6.56% | 7.96% | 8.79% | 7.71% | 2.86% | 4.45% | 10.98% | 3.74% | 3.87% | 6.48% | 6.03% | 5.28% |
Drawdowns
OANMX vs. VEIRX - Drawdown Comparison
The maximum OANMX drawdown since its inception was -42.36%, smaller than the maximum VEIRX drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for OANMX and VEIRX. For additional features, visit the drawdowns tool.
Volatility
OANMX vs. VEIRX - Volatility Comparison
Oakmark Fund Institutional Class (OANMX) has a higher volatility of 3.86% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 3.20%. This indicates that OANMX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.