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CIOVX vs OAKIX
CIOVX vs OAKIX Comparison
Open Charts CIOVX vs OAKIX
Causeway International Opps I
Price$16.92
Change-$0.04 (-0.24%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$25.45
Change+$0.09 (+0.35%)
VolumeN/A
CapitalizationN/A
CIOVX vs OAKIX Comparison Chart
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CIOVX vs. OAKIX commentary
Nov 18, 2024
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 CIOVX is a Sell and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.9B vs. CIOVX (267M). CIOVX pays higher dividends than OAKIX: CIOVX (2.23) vs OAKIX (1.84). CIOVX was incepted earlier than OAKIX: CIOVX (15 years) vs OAKIX (32 years). CIOVX is a more actively managed with annual turnover of: 60.00 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than CIOVX: OAKIX (0) vs CIOVX (5000). CIOVX annual gain was more profitable for investors over the last year : 15.55 vs. OAKIX (3.16). CIOVX return over 5 years is better than : 38.41 vs. OAKIX (8.12).
| CIOVX | OAKIX | CIOVX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 8.392 | -5.179 | -162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 16.9B | 2% |
| Annual Yield % from dividends | 2.23 | 1.84 | 121% |
| Returns for 1 year | 15.55 | 3.16 | 493% |
| Returns for 3 years | 17.57 | -11.21 | -157% |
| Returns for 5 years | 38.41 | 8.12 | 473% |
| Returns for 10 years | 51.13 | 9.95 | 514% |
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