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AVANX vs OAKEX
AVANX vs OAKEX Comparison
Open Charts AVANX vs OAKEX
Avantis® International Small Cap Val G
Price$17.03
Change+$0.18 (+1.07%)
VolumeN/A
Net Assets532.88M
Oakmark International Small Cap Investor
Price$21.61
Change+$0.14 (+0.65%)
VolumeN/A
Net Assets1.3B
AVANX vs OAKEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.3B vs. AVANX (533M). AVANX pays higher dividends than OAKEX: AVANX (3.36) vs OAKEX (1.68). 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 : 37.31 vs. OAKEX (15.13).
| 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 | 37.776 | 21.132 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 1.3B | 41% |
| Annual Yield % from dividends | 3.36 | 1.68 | 201% |
| Returns for 1 year | 37.31 | 15.13 | 247% |
| Returns for 3 years | 75.05 | 34.09 | 220% |
| Returns for 5 years | N/A | 40.51 | - |
| Returns for 10 years | N/A | 54.88 | - |
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