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ACEVX vs OAKIX
ACEVX vs OAKIX Comparison
Open Charts ACEVX vs OAKIX
American Century International Val I
Price$9.82
Change-$0.05 (-0.51%)
VolumeN/A
Net Assets1.38B
Oakmark International Investor
Price$28.25
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets13.49B
ACEVX vs OAKIX Comparison Chart
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ACEVX vs. OAKIX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ACEVX is a StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. ACEVX (1.38B). ACEVX pays higher dividends than OAKIX: ACEVX (3.36) vs OAKIX (2.21). ACEVX was incepted earlier than OAKIX: ACEVX (19 years) vs OAKIX (33 years). ACEVX (1.11) is less costly to investors than OAKIX (1.05). ACEVX is a more actively managed with annual turnover of: 68.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than ACEVX: OAKIX (0) vs ACEVX (2500). ACEVX annual gain was more profitable for investors over the last year : 16.40 vs. OAKIX (7.56). ACEVX return over 5 years is better than : 89.49 vs. OAKIX (77.74).
| ACEVX | OAKIX | ACEVX / OAKIX | |
| Total Expense Ratio | 1.11 | 1.05 | 106% |
| Annual Report Gross Expense Ratio | 1.11 | 1.05 | 106% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 18.487 | 12.835 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 13.5B | 10% |
| Annual Yield % from dividends | 3.36 | 2.21 | 151% |
| Returns for 1 year | 16.40 | 7.56 | 217% |
| Returns for 3 years | 49.02 | 24.74 | 198% |
| Returns for 5 years | 89.49 | 77.74 | 115% |
| Returns for 10 years | 51.03 | 19.63 | 260% |
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