OANMX vs. VIGAX
Compare and contrast key facts about Oakmark Fund Institutional Class (OANMX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
OANMX is managed by Oakmark. It was launched on Nov 30, 2016. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OANMX or VIGAX.
Correlation
The correlation between OANMX and VIGAX is 0.72, 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. VIGAX - Performance Comparison
Key characteristics
OANMX:
1.17
VIGAX:
2.14
OANMX:
1.70
VIGAX:
2.76
OANMX:
1.21
VIGAX:
1.39
OANMX:
1.81
VIGAX:
2.86
OANMX:
5.36
VIGAX:
11.16
OANMX:
2.80%
VIGAX:
3.32%
OANMX:
12.85%
VIGAX:
17.35%
OANMX:
-42.36%
VIGAX:
-50.66%
OANMX:
-6.45%
VIGAX:
-0.62%
Returns By Period
In the year-to-date period, OANMX achieves a 15.43% return, which is significantly lower than VIGAX's 37.35% return.
OANMX
15.43%
-6.05%
8.88%
14.93%
14.89%
N/A
VIGAX
37.35%
4.17%
12.91%
36.83%
19.13%
16.00%
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OANMX vs. VIGAX - Expense Ratio Comparison
OANMX has a 0.68% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Risk-Adjusted Performance
OANMX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Fund Institutional Class (OANMX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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. VIGAX - Dividend Comparison
OANMX has not paid dividends to shareholders, while VIGAX's dividend yield for the trailing twelve months is around 0.32%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OANMX Oakmark Fund Institutional Class | 0.00% | 1.22% | 1.17% | 0.76% | 0.33% | 1.00% | 0.96% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.32% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
Drawdowns
OANMX vs. VIGAX - Drawdown Comparison
The maximum OANMX drawdown since its inception was -42.36%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for OANMX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
OANMX vs. VIGAX - Volatility Comparison
The current volatility for Oakmark Fund Institutional Class (OANMX) is 3.65%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.06%. This indicates that OANMX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.