AIVRX
Price
$14.45
Change
+$0.04 (+0.28%)
Updated
Feb 23, 6:59 PM EST
OAKIX
Price
$26.38
Change
-$0.00 (-0.00%)
Updated
Feb 23, 6:59 PM EST
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Compare trend and price AIVRX vs OAKIX

Header iconAIVRX vs OAKIX Comparison
Open Charts AIVRX vs OAKIXBanner chart's image
AB International Value R
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$26.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AIVRX vs OAKIX Comparison Chart

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VS
AIVRX vs. OAKIX commentary
Feb 26, 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 AIVRX is a Sell and OAKIX is a Hold.

FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 19.5B vs. AIVRX (112M). OAKIX pays higher dividends than AIVRX: OAKIX (1.92) vs AIVRX (0.95). AIVRX was incepted earlier than OAKIX: AIVRX (20 years) vs OAKIX (31 years). AIVRX (2.00) is less costly to investors than OAKIX (1.05). AIVRX is a more actively managed with annual turnover of: 39.00 vs. OAKIX (27.00). AIVRX (0) and OAKIX (0) have matching initial minimum investment requirements. AIVRX annual gain was more profitable for investors over the last year : 7.84 vs. OAKIX (3.71). OAKIX return over 5 years is better than : 26.91 vs. AIVRX (23.79).
AIVRXOAKIXAIVRX / OAKIX
Total Expense Ratio1.501.05143%
Annual Report Gross Expense Ratio2.001.05190%
Fund Existence20 years31 years-
Gain YTD1.404-1.714-82%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/A1000-
Net Assets112M19.5B1%
Annual Yield % from dividends0.951.9249%
Returns for 1 year7.843.71211%
Returns for 3 years9.40-1.20-783%
Returns for 5 years23.7926.9188%
Returns for 10 years16.969.37181%
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