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FMNEX vs OAKEX
FMNEX vs OAKEX Comparison
Open Charts FMNEX vs OAKEX
Free Market International Eq Instl
Price$12.63
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.35B
Oakmark International Small Cap Investor
Price$19.94
Change+$0.17 (+0.86%)
VolumeN/A
Net Assets1.21B
FMNEX vs OAKEX Comparison Chart
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FMNEX vs. OAKEX commentary
Apr 28, 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: 3.35B 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 (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 : 13.75 vs. OAKEX (7.18). OAKEX return over 5 years is better than : 99.16 vs. FMNEX (91.90).
| 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 | 10.887 | 11.771 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.21B | 277% |
| Annual Yield % from dividends | 3.39 | 1.93 | 176% |
| Returns for 1 year | 13.75 | 7.18 | 192% |
| Returns for 3 years | 30.22 | 26.83 | 113% |
| Returns for 5 years | 91.90 | 99.16 | 93% |
| Returns for 10 years | 44.59 | 26.09 | 171% |