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AFJCX vs OAKIX
AFJCX vs OAKIX Comparison
Open Charts AFJCX vs OAKIX
Virtus NFJ International Value C
Price$18.18
Change-$0.09 (-0.49%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$25.45
Change+$0.09 (+0.35%)
VolumeN/A
CapitalizationN/A
AFJCX vs OAKIX Comparison Chart
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AFJCX 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 AFJCX is a StrongBuy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.9B vs. AFJCX (63.5M). OAKIX pays higher dividends than AFJCX: OAKIX (1.84) vs AFJCX (1.09). AFJCX was incepted earlier than OAKIX: AFJCX (20 years) vs OAKIX (32 years). AFJCX is a more actively managed with annual turnover of: 104.00 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than AFJCX: OAKIX (0) vs AFJCX (2500). AFJCX annual gain was more profitable for investors over the last year : 4.48 vs. OAKIX (3.16). OAKIX return over 5 years is better than : 8.12 vs. AFJCX (6.61).
| AFJCX | OAKIX | AFJCX / 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 | -2.232 | -5.179 | 43% |
| 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 | 1.09 | 1.84 | 59% |
| Returns for 1 year | 4.48 | 3.16 | 142% |
| Returns for 3 years | -13.38 | -11.21 | 119% |
| Returns for 5 years | 6.61 | 8.12 | 81% |
| Returns for 10 years | -8.31 | 9.95 | -83% |
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