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ANAVX vs OAKIX
ANAVX vs OAKIX Comparison
Open Charts ANAVX vs OAKIX
Virtus NFJ International Value R6
Price$21.01
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets65.87M
Oakmark International Investor
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
ANAVX vs OAKIX Comparison Chart
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ANAVX vs. OAKIX commentary
May 11, 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 ANAVX is a StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. ANAVX (65.9M). ANAVX (2.32) and OAKIX (2.21) have matching dividends . ANAVX was incepted earlier than OAKIX: ANAVX (11 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than ANAVX (0.95). ANAVX is a more actively managed with annual turnover of: 135.00 vs. OAKIX (32.00). 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 : 10.97 vs. OAKIX (7.95). OAKIX return over 5 years is better than : 79.44 vs. ANAVX (49.52).
| ANAVX | OAKIX | ANAVX / OAKIX | |
| Total Expense Ratio | 0.90 | 1.05 | 86% |
| Annual Report Gross Expense Ratio | 0.95 | 1.05 | 90% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 14.621 | 13.914 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.9M | 13.5B | 0% |
| Annual Yield % from dividends | 2.32 | 2.21 | 105% |
| Returns for 1 year | 10.97 | 7.95 | 138% |
| Returns for 3 years | 24.21 | 28.49 | 85% |
| Returns for 5 years | 49.52 | 79.44 | 62% |
| Returns for 10 years | 9.77 | 21.44 | 46% |
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