Ad is loading...
FMNEX vs OAKEX
FMNEX vs OAKEX Comparison
Open Charts FMNEX vs OAKEX
Free Market International Eq Instl
Price$12.14
Change-$0.27 (-2.18%)
VolumeN/A
Net Assets3.33B
Oakmark International Small Cap Investor
Price$18.96
Change-$0.39 (-2.02%)
VolumeN/A
Net Assets1.21B
FMNEX vs OAKEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMNEX vs. OAKEX commentary
Apr 04, 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 Hold and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
FMNEX has more cash in the bank: 3.33B vs. OAKEX (1.21B). FMNEX pays higher dividends than OAKEX: FMNEX (3.39) vs OAKEX (1.93). FMNEX was incepted earlier than OAKEX: FMNEX (17 years) vs OAKEX (29 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 : 9.49 vs. OAKEX (-1.61). OAKEX return over 5 years is better than : 113.76 vs. FMNEX (107.72).
| 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 | 29 years | - |
| Gain YTD | 8.955 | 6.278 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.33B | 1.21B | 274% |
| Annual Yield % from dividends | 3.39 | 1.93 | 176% |
| Returns for 1 year | 9.49 | -1.61 | -589% |
| Returns for 3 years | 18.10 | 11.58 | 156% |
| Returns for 5 years | 107.72 | 113.76 | 95% |
| Returns for 10 years | 47.60 | 24.79 | 192% |
View a ticker or compare two or three
VS
VS
Ad is loading...