Interact to see
Advertisement
Advertisement
ANAVX vs OAKIX
ANAVX vs OAKIX Comparison
Open Charts ANAVX vs OAKIX
Virtus NFJ International Value R6
Price$22.63
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets70.42M
Oakmark International Investor
Price$30.39
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets14.15B
ANAVX vs OAKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANAVX vs. OAKIX commentary
Jul 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. ANAVX (70.4M). ANAVX pays higher dividends than OAKIX: ANAVX (2.22) vs OAKIX (2.09). 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 : 23.49 vs. OAKIX (21.16). OAKIX return over 5 years is better than : 68.85 vs. ANAVX (49.13).
| 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 | 24.082 | 21.711 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.4M | 14.1B | 0% |
| Annual Yield % from dividends | 2.22 | 2.09 | 106% |
| Returns for 1 year | 23.49 | 21.16 | 111% |
| Returns for 3 years | 35.57 | 39.34 | 90% |
| Returns for 5 years | 49.13 | 68.85 | 71% |
| Returns for 10 years | 25.51 | 32.57 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers