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FIVLX vs OAKIX
FIVLX vs OAKIX Comparison
Open Charts FIVLX vs OAKIX
Fidelity International Value
Price$11.13
Change-$0.08 (-0.71%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
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FIVLX vs OAKIX Comparison Chart
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FIVLX 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 FIVLX is a Buy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. FIVLX (1.36B). FIVLX (1.91) and OAKIX (1.84) have matching dividends . FIVLX was incepted earlier than OAKIX: FIVLX (18 years) vs OAKIX (32 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. FIVLX (25.00). FIVLX (0) and OAKIX (0) have matching initial minimum investment requirements. FIVLX annual gain was more profitable for investors over the last year : 22.38 vs. OAKIX (6.45). FIVLX return over 5 years is better than : 49.62 vs. OAKIX (21.05).
| FIVLX | OAKIX | FIVLX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 13.340 | 0.261 | 5,115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 18.1B | 8% |
| Annual Yield % from dividends | 1.91 | 1.84 | 104% |
| Returns for 1 year | 22.38 | 6.45 | 347% |
| Returns for 3 years | 28.77 | 0.80 | 3,594% |
| Returns for 5 years | 49.62 | 21.05 | 236% |
| Returns for 10 years | 36.77 | 14.25 | 258% |
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