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AVANX vs OAKEX
AVANX vs OAKEX Comparison
Open Charts AVANX vs OAKEX
Avantis® International Small Cap Val G
Price$17.10
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets543.57M
Oakmark International Small Cap Investor
Price$22.69
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.34B
AVANX vs OAKEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.34B vs. AVANX (544M). AVANX pays higher dividends than OAKEX: AVANX (3.36) vs OAKEX (1.65). 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 : 34.24 vs. OAKEX (11.93).
| 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 | 39.002 | 27.186 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 544M | 1.34B | 41% |
| Annual Yield % from dividends | 3.36 | 1.65 | 204% |
| Returns for 1 year | 34.24 | 11.93 | 287% |
| Returns for 3 years | 104.66 | 75.59 | 138% |
| Returns for 5 years | N/A | 69.78 | - |
| Returns for 10 years | N/A | 55.59 | - |
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