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ANAVX vs OAKIX
ANAVX vs OAKIX Comparison
Open Charts ANAVX vs OAKIX
Virtus NFJ International Value R6
Price$18.42
Change+$0.01 (+0.05%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$24.90
Change+$0.12 (+0.48%)
VolumeN/A
CapitalizationN/A
ANAVX vs OAKIX Comparison Chart
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ANAVX vs. OAKIX commentary
Dec 22, 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 ANAVX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.2B vs. ANAVX (61.6M). ANAVX (1.93) and OAKIX (1.84) have matching dividends . ANAVX was incepted earlier than OAKIX: ANAVX (11 years) vs OAKIX (32 years). ANAVX is a more actively managed with annual turnover of: 104.00 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than ANAVX: OAKIX (0) vs ANAVX (2500000). ANAVX annual gain was more profitable for investors over the last year : -0.11 vs. OAKIX (-4.45). ANAVX return over 5 years is better than : 7.60 vs. OAKIX (6.34).
| ANAVX | OAKIX | ANAVX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | -1.718 | -5.024 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.6M | 16.2B | 0% |
| Annual Yield % from dividends | 1.93 | 1.84 | 105% |
| Returns for 1 year | -0.11 | -4.45 | 2% |
| Returns for 3 years | -9.99 | -4.75 | 210% |
| Returns for 5 years | 7.60 | 6.34 | 120% |
| Returns for 10 years | 2.50 | 13.66 | 18% |
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