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FMNEX vs OAKEX
FMNEX vs OAKEX Comparison
Open Charts FMNEX vs OAKEX
Free Market International Eq Instl
Price$13.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.53B
Oakmark International Small Cap Investor
Price$21.25
Change-$0.12 (-0.56%)
VolumeN/A
Net Assets1.25B
FMNEX vs OAKEX Comparison Chart
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FMNEX vs. OAKEX commentary
May 23, 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: 3.53B vs. OAKEX (1.26B). FMNEX pays higher dividends than OAKEX: FMNEX (3.28) vs OAKEX (1.84). 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 : 13.99 vs. OAKEX (6.66). OAKEX (99.56) and FMNEX (95.45) 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 | 17.296 | 19.787 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 1.26B | 281% |
| Annual Yield % from dividends | 3.28 | 1.84 | 178% |
| Returns for 1 year | 13.99 | 6.66 | 210% |
| Returns for 3 years | 38.15 | 36.51 | 104% |
| Returns for 5 years | 95.45 | 99.56 | 96% |
| Returns for 10 years | 51.49 | 34.19 | 151% |
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