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FMNEX vs OAKEX
FMNEX vs OAKEX Comparison
Open Charts FMNEX vs OAKEX
Free Market International Eq Instl
Price$11.88
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets3.19B
Oakmark International Small Cap Investor
Price$18.84
Change+$0.17 (+0.91%)
VolumeN/A
Net Assets1.26B
FMNEX vs OAKEX Comparison Chart
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FMNEX vs. OAKEX commentary
Jan 31, 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 Buy.
FUNDAMENTALS
Fundamentals
FMNEX has more cash in the bank: 3.19B vs. OAKEX (1.26B). 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 : 11.34 vs. OAKEX (1.48). FMNEX return over 5 years is better than : 35.57 vs. OAKEX (29.62).
| 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 | 3.161 | 5.605 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.19B | 1.26B | 254% |
| Annual Yield % from dividends | 2.38 | 1.82 | 130% |
| Returns for 1 year | 11.34 | 1.48 | 764% |
| Returns for 3 years | 11.52 | 2.25 | 513% |
| Returns for 5 years | 35.57 | 29.62 | 120% |
| Returns for 10 years | 48.18 | 36.02 | 134% |
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