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.
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
Key characteristics
OANMX:
1.27
VEIRX:
1.44
OANMX:
1.84
VEIRX:
2.01
OANMX:
1.23
VEIRX:
1.26
OANMX:
1.97
VEIRX:
1.68
OANMX:
5.60
VEIRX:
7.49
OANMX:
2.92%
VEIRX:
2.03%
OANMX:
12.84%
VEIRX:
10.59%
OANMX:
-42.36%
VEIRX:
-56.75%
OANMX:
-6.49%
VEIRX:
-4.46%
Returns By Period
In the year-to-date period, OANMX achieves a 0.51% return, which is significantly higher than VEIRX's 0.45% return.
OANMX
0.51%
-5.27%
9.07%
16.93%
14.92%
N/A
VEIRX
0.45%
-3.10%
7.97%
15.47%
6.62%
7.07%
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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 has not paid dividends to shareholders, while VEIRX's dividend yield for the trailing twelve months is around 9.79%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OANMX Oakmark Fund Institutional Class | 0.00% | 0.00% | 1.22% | 1.17% | 0.76% | 0.33% | 1.00% | 0.96% | 0.66% | 0.00% | 0.00% | 0.00% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 9.79% | 9.84% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% |
Drawdowns
OANMX vs. VEIRX - Drawdown Comparison
The maximum OANMX drawdown since its inception was -42.36%, smaller than the maximum VEIRX drawdown of -56.75%. 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) and Vanguard Equity Income Fund Admiral Shares (VEIRX) have volatilities of 3.80% and 3.88%, 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.