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FMNEX vs OAKEX
FMNEX vs OAKEX Comparison
Open Charts FMNEX vs OAKEX
Free Market International Eq Instl
Price$14.16
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets3.72B
Oakmark International Small Cap Investor
Price$22.84
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets1.37B
FMNEX vs OAKEX Comparison Chart in %
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FMNEX vs. OAKEX commentary
Jul 05, 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 FMNEX is a StrongBuy and OAKEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMNEX has more cash in the bank: 3.72B vs. OAKEX (1.37B). FMNEX pays higher dividends than OAKEX: FMNEX (2.98) vs OAKEX (1.66). FMNEX was incepted earlier than OAKEX: FMNEX (18 years) vs OAKEX (30 years). OAKEX (1.33) is less costly to investors than FMNEX (0.85). OAKEX is a more actively managed with annual turnover of: 40.00 vs. FMNEX (13.00). FMNEX (0) and OAKEX (0) have matching initial minimum investment requirements. FMNEX annual gain was more profitable for investors over the last year : 22.27 vs. OAKEX (20.48). OAKEX (92.28) and FMNEX (88.01) have equivalent 5 years return.
| FMNEX | OAKEX | FMNEX / OAKEX | |
| Total Expense Ratio | 0.85 | 1.33 | 64% |
| Annual Report Gross Expense Ratio | 0.85 | 1.33 | 64% |
| Fund Existence | 18 years | 30 years | - |
| Gain YTD | 24.056 | 28.027 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.72B | 1.37B | 271% |
| Annual Yield % from dividends | 2.98 | 1.66 | 180% |
| Returns for 1 year | 22.27 | 20.48 | 109% |
| Returns for 3 years | 46.12 | 58.46 | 79% |
| Returns for 5 years | 88.01 | 92.28 | 95% |
| Returns for 10 years | 69.92 | 52.65 | 133% |
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