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AFJAX vs OAKIX
AFJAX vs OAKIX Comparison
Open Charts AFJAX vs OAKIX
Virtus NFJ International Value A
Price$18.64
Change-$0.09 (-0.48%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$25.45
Change+$0.09 (+0.35%)
VolumeN/A
CapitalizationN/A
AFJAX vs OAKIX Comparison Chart
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AFJAX vs. OAKIX commentary
Nov 18, 2024
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 AFJAX is a StrongBuy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.9B vs. AFJAX (63.5M). OAKIX pays higher dividends than AFJAX: OAKIX (1.84) vs AFJAX (1.56). AFJAX was incepted earlier than OAKIX: AFJAX (20 years) vs OAKIX (32 years). AFJAX is a more actively managed with annual turnover of: 104.00 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than AFJAX: OAKIX (0) vs AFJAX (2500). AFJAX annual gain was more profitable for investors over the last year : 5.26 vs. OAKIX (3.16). AFJAX return over 5 years is better than : 10.63 vs. OAKIX (8.12).
| AFJAX | OAKIX | AFJAX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | -1.605 | -5.179 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.5M | 16.9B | 0% |
| Annual Yield % from dividends | 1.56 | 1.84 | 85% |
| Returns for 1 year | 5.26 | 3.16 | 167% |
| Returns for 3 years | -11.43 | -11.21 | 102% |
| Returns for 5 years | 10.63 | 8.12 | 131% |
| Returns for 10 years | -3.24 | 9.95 | -33% |
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