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GTMIX vs OANIX
GTMIX vs OANIX Comparison
Open Charts GTMIX vs OANIX
GMO International Opportunistic Val III
Price$16.04
Change+$0.14 (+0.88%)
VolumeN/A
Net Assets417.15M
Oakmark International Institutional
Price$28.43
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
GTMIX vs OANIX Comparison Chart
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GTMIX vs. OANIX commentary
May 11, 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 GTMIX is a Buy and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 13.5B vs. GTMIX (417M). GTMIX pays higher dividends than OANIX: GTMIX (4.52) vs OANIX (2.50). GTMIX was incepted earlier than OANIX: GTMIX (27 years) vs OANIX (8 years). OANIX (0.81) and GTMIX (0.80) have similar cost to investors . GTMIX is a more actively managed with annual turnover of: 57.00 vs. OANIX (32.00). OANIX has a lower initial minimum investment than GTMIX: OANIX (250000) vs GTMIX (1000000). GTMIX annual gain was more profitable for investors over the last year : 10.03 vs. OANIX (8.24). OANIX return over 5 years is better than : 81.10 vs. GTMIX (55.33).
| GTMIX | OANIX | GTMIX / OANIX | |
| Total Expense Ratio | 0.68 | 0.81 | 84% |
| Annual Report Gross Expense Ratio | 0.80 | 0.81 | 99% |
| Fund Existence | 27 years | 8 years | - |
| Gain YTD | 15.729 | 14.039 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 417M | 13.5B | 3% |
| Annual Yield % from dividends | 4.52 | 2.50 | 181% |
| Returns for 1 year | 10.03 | 8.24 | 122% |
| Returns for 3 years | 37.22 | 29.01 | 128% |
| Returns for 5 years | 55.33 | 81.10 | 68% |
| Returns for 10 years | 31.23 | N/A | - |
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