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.
Key characteristics
| OANMX | VIGAX | |
|---|---|---|
| YTD Return | 19.82% | 31.63% |
| 1Y Return | 37.09% | 44.89% |
| 3Y Return (Ann) | 10.26% | 9.04% |
| 5Y Return (Ann) | 16.67% | 19.61% |
| Sharpe Ratio | 2.71 | 2.57 |
| Sortino Ratio | 3.85 | 3.31 |
| Omega Ratio | 1.49 | 1.47 |
| Calmar Ratio | 4.85 | 3.38 |
| Martin Ratio | 14.73 | 13.29 |
| Ulcer Index | 2.44% | 3.29% |
| Daily Std Dev | 13.24% | 16.97% |
| Max Drawdown | -42.36% | -50.66% |
| Current Drawdown | -1.00% | 0.00% |
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
In the year-to-date period, OANMX achieves a 19.82% return, which is significantly lower than VIGAX's 31.63% 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. 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's dividend yield for the trailing twelve months is around 1.02%, more than VIGAX's 0.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OANMX Oakmark Fund Institutional Class | 1.02% | 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 | 0.47% | 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
Oakmark Fund Institutional Class (OANMX) and Vanguard Growth Index Fund Admiral Shares (VIGAX) have volatilities of 4.80% and 5.05%, 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.