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CIOIX vs OAKIX
CIOIX vs OAKIX Comparison
Open Charts CIOIX vs OAKIX
Causeway International Opps Inst
Price$17.28
Change+$0.19 (+1.11%)
VolumeN/A
Net Assets327.54M
Oakmark International Investor
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
CIOIX vs OAKIX Comparison Chart
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CIOIX vs. OAKIX commentary
May 11, 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 CIOIX is a StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. CIOIX (328M). CIOIX pays higher dividends than OAKIX: CIOIX (3.04) vs OAKIX (2.21). CIOIX was incepted earlier than OAKIX: CIOIX (15 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than CIOIX (0.99). CIOIX is a more actively managed with annual turnover of: 69.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than CIOIX: OAKIX (0) vs CIOIX (1000000). OAKIX annual gain was more profitable for investors over the last year : 7.95 vs. CIOIX (5.07). CIOIX return over 5 years is better than : 88.55 vs. OAKIX (79.44).
| CIOIX | OAKIX | CIOIX / OAKIX | |
| Total Expense Ratio | 0.95 | 1.05 | 90% |
| Annual Report Gross Expense Ratio | 0.99 | 1.05 | 94% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 11.340 | 13.914 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 13.5B | 2% |
| Annual Yield % from dividends | 3.04 | 2.21 | 137% |
| Returns for 1 year | 5.07 | 7.95 | 64% |
| Returns for 3 years | 45.11 | 28.49 | 158% |
| Returns for 5 years | 88.55 | 79.44 | 111% |
| Returns for 10 years | 58.73 | 21.44 | 274% |
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