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FMNEX vs OAKEX
FMNEX vs OAKEX Comparison
Open Charts FMNEX vs OAKEX
Free Market International Eq Instl
Price$13.85
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets3.63B
Oakmark International Small Cap Investor
Price$22.21
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets1.33B
FMNEX vs OAKEX Comparison Chart
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FMNEX vs. OAKEX commentary
Jun 13, 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 Buy and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
FMNEX has more cash in the bank: 3.63B vs. OAKEX (1.33B). FMNEX pays higher dividends than OAKEX: FMNEX (3.10) vs OAKEX (1.72). FMNEX was incepted earlier than OAKEX: FMNEX (17 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 : 19.20 vs. OAKEX (14.50). OAKEX (88.59) and FMNEX (85.51) 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 | 17 years | 30 years | - |
| Gain YTD | 20.632 | 24.496 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 1.33B | 273% |
| Annual Yield % from dividends | 3.10 | 1.72 | 180% |
| Returns for 1 year | 19.20 | 14.50 | 132% |
| Returns for 3 years | 48.20 | 51.86 | 93% |
| Returns for 5 years | 85.51 | 88.59 | 97% |
| Returns for 10 years | 60.69 | 44.07 | 138% |
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