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AVANX vs OAKEX
AVANX vs OAKEX Comparison
Open Charts AVANX vs OAKEX
Avantis® International Small Cap Val G
Price$16.35
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets527.22M
Oakmark International Small Cap Investor
Price$23.33
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.36B
AVANX vs OAKEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.36B vs. AVANX (527M). AVANX pays higher dividends than OAKEX: AVANX (3.75) vs OAKEX (1.67). AVANX was incepted earlier than OAKEX: AVANX (5 years) vs OAKEX (30 years). OAKEX (1.33) is less costly to investors than AVANX (0.36). OAKEX is a more actively managed with annual turnover of: 40.00 vs. AVANX (26.00). AVANX (0) and OAKEX (0) have matching initial minimum investment requirements. AVANX annual gain was more profitable for investors over the last year : 29.10 vs. OAKEX (13.93).
| AVANX | OAKEX | AVANX / OAKEX | |
| Total Expense Ratio | 0.00 | 1.33 | - |
| Annual Report Gross Expense Ratio | 0.36 | 1.33 | 27% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 33.279 | 30.774 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 1.36B | 39% |
| Annual Yield % from dividends | 3.75 | 1.67 | 225% |
| Returns for 1 year | 29.10 | 13.93 | 209% |
| Returns for 3 years | 77.16 | 63.50 | 122% |
| Returns for 5 years | N/A | 76.28 | - |
| Returns for 10 years | N/A | 63.41 | - |
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