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CIVIX vs OAKIX
CIVIX vs OAKIX Comparison
Open Charts CIVIX vs OAKIX
Causeway International Value Instl
Price$20.46
Change-$0.09 (-0.44%)
VolumeN/A
Net Assets12.94B
Oakmark International Investor
Price$27.22
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
CIVIX vs OAKIX Comparison Chart
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CIVIX vs. OAKIX commentary
Feb 23, 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 CIVIX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.8B vs. CIVIX (12.9B). OAKIX (1.84) and CIVIX (1.78) have matching dividends . CIVIX was incepted earlier than OAKIX: CIVIX (23 years) vs OAKIX (32 years). CIVIX is a more actively managed with annual turnover of: 54.00 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than CIVIX: OAKIX (0) vs CIVIX (1000000). CIVIX annual gain was more profitable for investors over the last year : 6.71 vs. OAKIX (5.76). CIVIX return over 5 years is better than : 49.22 vs. OAKIX (21.18).
| CIVIX | OAKIX | CIVIX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 10.237 | 8.836 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 14.8B | 87% |
| Annual Yield % from dividends | 1.78 | 1.84 | 96% |
| Returns for 1 year | 6.71 | 5.76 | 117% |
| Returns for 3 years | 22.38 | 2.33 | 962% |
| Returns for 5 years | 49.22 | 21.18 | 232% |
| Returns for 10 years | 59.97 | 17.69 | 339% |
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