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CIOVX vs OAKIX
CIOVX vs OAKIX Comparison
Open Charts CIOVX vs OAKIX
Causeway International Opps I
Price$16.26
Change-$0.40 (-2.40%)
VolumeN/A
Net Assets315.78M
Oakmark International Investor
Price$26.40
Change-$0.65 (-2.40%)
VolumeN/A
Net Assets13.3B
CIOVX vs OAKIX Comparison Chart
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CIOVX vs. OAKIX commentary
Apr 04, 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: 13.3B vs. CIOVX (316M). CIOVX pays higher dividends than OAKIX: CIOVX (2.87) vs OAKIX (2.28). 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). CIOVX annual gain was more profitable for investors over the last year : 5.17 vs. OAKIX (0.51). CIOVX return over 5 years is better than : 104.00 vs. OAKIX (93.39).
| 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 | 8.252 | 5.558 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 13.3B | 2% |
| Annual Yield % from dividends | 2.87 | 2.28 | 125% |
| Returns for 1 year | 5.17 | 0.51 | 1,012% |
| Returns for 3 years | 27.45 | 6.05 | 454% |
| Returns for 5 years | 104.00 | 93.39 | 111% |
| Returns for 10 years | 54.09 | 12.97 | 417% |
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