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ANJIX vs OAKIX
ANJIX vs OAKIX Comparison
Open Charts ANJIX vs OAKIX
Virtus NFJ International Value Inst
Price$18.79
Change-$0.09 (-0.48%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$25.45
Change+$0.09 (+0.35%)
VolumeN/A
CapitalizationN/A
ANJIX vs OAKIX Comparison Chart
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ANJIX vs. OAKIX commentary
Nov 18, 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 ANJIX is a StrongBuy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.9B vs. ANJIX (63.5M). ANJIX (1.88) and OAKIX (1.84) have matching dividends . ANJIX was incepted earlier than OAKIX: ANJIX (22 years) vs OAKIX (32 years). ANJIX is a more actively managed with annual turnover of: 104.00 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than ANJIX: OAKIX (0) vs ANJIX (1000000). ANJIX annual gain was more profitable for investors over the last year : 5.69 vs. OAKIX (3.16). ANJIX return over 5 years is better than : 12.54 vs. OAKIX (8.12).
| ANJIX | OAKIX | ANJIX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | -1.280 | -5.179 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.5M | 16.9B | 0% |
| Annual Yield % from dividends | 1.88 | 1.84 | 102% |
| Returns for 1 year | 5.69 | 3.16 | 180% |
| Returns for 3 years | -10.51 | -11.21 | 94% |
| Returns for 5 years | 12.54 | 8.12 | 154% |
| Returns for 10 years | -0.81 | 9.95 | -8% |
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