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CIVVX vs OAKIX
CIVVX vs OAKIX Comparison
Open Charts CIVVX vs OAKIX
Causeway International Value I
Price$18.33
Change-$1.62 (-8.12%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$24.90
Change+$0.12 (+0.48%)
VolumeN/A
CapitalizationN/A
CIVVX vs OAKIX Comparison Chart
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CIVVX vs. OAKIX commentary
Dec 23, 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 CIVVX is a Sell and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.2B vs. CIVVX (9.75B). OAKIX pays higher dividends than CIVVX: OAKIX (1.84) vs CIVVX (1.56). CIVVX was incepted earlier than OAKIX: CIVVX (23 years) vs OAKIX (32 years). CIVVX is a more actively managed with annual turnover of: 54.00 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than CIVVX: OAKIX (0) vs CIVVX (5000). CIVVX annual gain was more profitable for investors over the last year : -2.72 vs. OAKIX (-4.45). CIVVX return over 5 years is better than : 28.18 vs. OAKIX (6.34).
| CIVVX | OAKIX | CIVVX / 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 | -3.923 | -5.024 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 16.2B | 60% |
| Annual Yield % from dividends | 1.56 | 1.84 | 85% |
| Returns for 1 year | -2.72 | -4.45 | 61% |
| Returns for 3 years | 13.71 | -4.75 | -289% |
| Returns for 5 years | 28.18 | 6.34 | 444% |
| Returns for 10 years | 47.18 | 13.66 | 345% |
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