Ad is loading...
CIOIX vs OAKIX
CIOIX vs OAKIX Comparison
Open Charts CIOIX vs OAKIX
Causeway International Opps Inst
Price$15.64
Change+$0.96 (+6.54%)
VolumeN/A
Net Assets276.47M
Oakmark International Investor
Price$25.82
Change+$1.84 (+7.67%)
VolumeN/A
Net Assets13.3B
CIOIX vs OAKIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CIOIX vs. OAKIX commentary
Apr 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 Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.3B vs. CIOIX (276M). CIOIX pays higher dividends than OAKIX: CIOIX (3.07) vs OAKIX (2.28). 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 : -1.77 vs. CIOIX (-7.92). OAKIX (64.38) and CIOIX (63.52) have equivalent 5 years return.
| 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 | -5.412 | 3.239 | -167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 13.3B | 2% |
| Annual Yield % from dividends | 3.07 | 2.28 | 134% |
| Returns for 1 year | -7.92 | -1.77 | 447% |
| Returns for 3 years | 13.08 | 6.97 | 188% |
| Returns for 5 years | 63.52 | 64.38 | 99% |
| Returns for 10 years | 36.43 | 9.93 | 367% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CNPIX | 70.04 | N/A | N/A |
| Consumer Staples UltraSector ProFund Inv | |||
| WFAIX | 35.21 | N/A | N/A |
| Allspring Index Asset Allocation Admin | |||
| PMFRX | 11.05 | N/A | N/A |
| Pioneer Multi-Asset Income R | |||
| FIEZX | 10.88 | N/A | N/A |
| Fidelity Advisor Total Intl Equity Z | |||
| GSVPX | 13.48 | N/A | N/A |
| Goldman Sachs Small/Mid Cap Value P | |||