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CSVFX vs OAKIX
CSVFX vs OAKIX Comparison
Open Charts CSVFX vs OAKIX
Columbia International Div Inc Inst
Price$20.87
Change-$0.30 (-1.42%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
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CSVFX vs OAKIX Comparison Chart
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CSVFX vs. OAKIX commentary
Sep 21, 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 CSVFX is a StrongBuy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. CSVFX (572M). CSVFX pays higher dividends than OAKIX: CSVFX (2.42) vs OAKIX (1.84). CSVFX was incepted earlier than OAKIX: CSVFX (24 years) vs OAKIX (32 years). CSVFX is a more actively managed with annual turnover of: 31.00 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than CSVFX: OAKIX (0) vs CSVFX (2000). CSVFX annual gain was more profitable for investors over the last year : 18.31 vs. OAKIX (6.45). CSVFX return over 5 years is better than : 24.70 vs. OAKIX (21.05).
| CSVFX | OAKIX | CSVFX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 9.103 | 0.261 | 3,490% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 572M | 18.1B | 3% |
| Annual Yield % from dividends | 2.42 | 1.84 | 131% |
| Returns for 1 year | 18.31 | 6.45 | 284% |
| Returns for 3 years | 7.65 | 0.80 | 955% |
| Returns for 5 years | 24.70 | 21.05 | 117% |
| Returns for 10 years | 12.23 | 14.25 | 86% |
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