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FMNEX vs OAKEX
FMNEX vs OAKEX Comparison
Open Charts FMNEX vs OAKEX
Free Market International Eq Instl
Price$11.69
Change-$0.24 (-2.01%)
VolumeN/A
CapitalizationN/A
Oakmark International Small Cap Investor
Price$17.80
Change-$0.38 (-2.09%)
VolumeN/A
CapitalizationN/A
FMNEX vs OAKEX Comparison Chart
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FMNEX vs. OAKEX commentary
Dec 19, 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 Hold and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
FMNEX has more cash in the bank: 3.13B vs. OAKEX (1.52B). 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 : 10.78 vs. OAKEX (-2.38). FMNEX return over 5 years is better than : 26.26 vs. OAKEX (20.98).
| 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 | 7.803 | -4.934 | -158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 1.52B | 206% |
| Annual Yield % from dividends | 2.38 | 1.82 | 130% |
| Returns for 1 year | 10.78 | -2.38 | -453% |
| Returns for 3 years | 13.41 | 0.18 | 7,326% |
| Returns for 5 years | 26.26 | 20.98 | 125% |
| Returns for 10 years | 43.59 | 33.12 | 132% |