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ANAVX vs OAKIX
ANAVX vs OAKIX Comparison
Open Charts ANAVX vs OAKIX
Virtus NFJ International Value R6
Price$24.36
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets74.4M
Oakmark International Investor
Price$31.28
Change+$0.26 (+0.84%)
VolumeN/A
Net Assets14.33B
ANAVX vs OAKIX Comparison Chart in %
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ANAVX vs. OAKIX commentary
Sep 13, 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 Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. ANAVX (74.4M). ANAVX (2.04) and OAKIX (1.99) have matching dividends . ANAVX was incepted earlier than OAKIX: ANAVX (12 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 : 30.55 vs. OAKIX (21.81). OAKIX return over 5 years is better than : 59.33 vs. ANAVX (48.24).
| ANAVX | OAKIX | ANAVX / OAKIX | |
| Total Expense Ratio | 0.90 | 1.05 | 86% |
| Annual Report Gross Expense Ratio | 0.95 | 1.05 | 90% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 33.336 | 25.070 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.4M | 14.3B | 1% |
| Annual Yield % from dividends | 2.04 | 1.99 | 102% |
| Returns for 1 year | 30.55 | 21.81 | 140% |
| Returns for 3 years | 47.16 | 43.88 | 107% |
| Returns for 5 years | 48.24 | 59.33 | 81% |
| Returns for 10 years | 53.78 | 51.15 | 105% |
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