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FMNEX vs OAKEX
FMNEX vs OAKEX Comparison
Open Charts FMNEX vs OAKEX
Free Market International Eq Instl
Price$11.84
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
Oakmark International Small Cap Investor
Price$19.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FMNEX vs OAKEX Comparison Chart
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FMNEX vs. OAKEX commentary
Nov 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 FMNEX is a Sell and OAKEX is a StrongSell.
FUNDAMENTALS
Fundamentals
FMNEX has more cash in the bank: 3.1B vs. OAKEX (1.57B). FMNEX pays higher dividends than OAKEX: FMNEX (2.38) vs OAKEX (1.82). FMNEX was incepted earlier than OAKEX: FMNEX (17 years) vs OAKEX (29 years). OAKEX is a more actively managed with annual turnover of: 32.00 vs. FMNEX (3.00). FMNEX (0) and OAKEX (0) have matching initial minimum investment requirements. FMNEX annual gain was more profitable for investors over the last year : 14.26 vs. OAKEX (8.22). OAKEX return over 5 years is better than : 31.84 vs. FMNEX (28.11).
| FMNEX | OAKEX | FMNEX / OAKEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 6.188 | -0.462 | -1,341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.1B | 1.57B | 198% |
| Annual Yield % from dividends | 2.38 | 1.82 | 130% |
| Returns for 1 year | 14.26 | 8.22 | 173% |
| Returns for 3 years | 7.00 | -1.88 | -372% |
| Returns for 5 years | 28.11 | 31.84 | 88% |
| Returns for 10 years | 38.34 | 29.49 | 130% |