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CIOVX vs OAKIX
CIOVX vs OAKIX Comparison
Open Charts CIOVX vs OAKIX
Causeway International Opps I
Price$16.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets323.66M
Oakmark International Investor
Price$28.25
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets13.49B
CIOVX vs OAKIX Comparison Chart
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CIOVX vs. OAKIX commentary
May 09, 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 CIOVX is a StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. CIOVX (324M). CIOVX pays higher dividends than OAKIX: CIOVX (2.84) vs OAKIX (2.21). CIOVX was incepted earlier than OAKIX: CIOVX (15 years) vs OAKIX (33 years). CIOVX (1.24) is less costly to investors than OAKIX (1.05). CIOVX is a more actively managed with annual turnover of: 69.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than CIOVX: OAKIX (0) vs CIOVX (5000). OAKIX annual gain was more profitable for investors over the last year : 7.56 vs. CIOVX (4.13). CIOVX return over 5 years is better than : 84.16 vs. OAKIX (77.74).
| CIOVX | OAKIX | CIOVX / OAKIX | |
| Total Expense Ratio | 1.20 | 1.05 | 114% |
| Annual Report Gross Expense Ratio | 1.24 | 1.05 | 118% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 10.006 | 12.835 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 13.5B | 2% |
| Annual Yield % from dividends | 2.84 | 2.21 | 128% |
| Returns for 1 year | 4.13 | 7.56 | 55% |
| Returns for 3 years | 43.30 | 27.88 | 155% |
| Returns for 5 years | 84.16 | 77.74 | 108% |
| Returns for 10 years | 52.26 | 19.81 | 264% |
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