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FIVPX vs OAKIX
FIVPX vs OAKIX Comparison
Open Charts FIVPX vs OAKIX
Fidelity Advisor International Value M
Price$11.05
Change+$0.02 (+0.18%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$27.15
Change+$0.03 (+0.11%)
VolumeN/A
CapitalizationN/A
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FIVPX vs OAKIX Comparison Chart
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FIVPX vs. OAKIX commentary
Oct 18, 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 FIVPX is a Sell and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.4B vs. FIVPX (1.43B). OAKIX pays higher dividends than FIVPX: OAKIX (1.84) vs FIVPX (1.44). FIVPX was incepted earlier than OAKIX: FIVPX (18 years) vs OAKIX (32 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. FIVPX (25.00). FIVPX (0) and OAKIX (0) have matching initial minimum investment requirements. FIVPX annual gain was more profitable for investors over the last year : 22.22 vs. OAKIX (13.03). FIVPX return over 5 years is better than : 45.22 vs. OAKIX (20.56).
| FIVPX | OAKIX | FIVPX / 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 | 12.208 | 1.043 | 1,170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 18.4B | 8% |
| Annual Yield % from dividends | 1.44 | 1.84 | 78% |
| Returns for 1 year | 22.22 | 13.03 | 171% |
| Returns for 3 years | 22.47 | -4.64 | -484% |
| Returns for 5 years | 45.22 | 20.56 | 220% |
| Returns for 10 years | 44.16 | 23.45 | 188% |
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