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HFQTX vs OAKIX
HFQTX vs OAKIX Comparison
Open Charts HFQTX vs OAKIX
Janus Henderson Global Equity Income T
Price$6.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.96B
Oakmark International Investor
Price$28.81
Change+$0.32 (+1.12%)
VolumeN/A
Net Assets13.49B
HFQTX vs OAKIX Comparison Chart
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HFQTX vs. OAKIX commentary
May 13, 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 HFQTX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. HFQTX (5.96B). HFQTX pays higher dividends than OAKIX: HFQTX (7.58) vs OAKIX (2.21). HFQTX was incepted earlier than OAKIX: HFQTX (8 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than HFQTX (0.95). HFQTX is a more actively managed with annual turnover of: 155.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than HFQTX: OAKIX (0) vs HFQTX (2500). HFQTX annual gain was more profitable for investors over the last year : 13.27 vs. OAKIX (7.95). OAKIX return over 5 years is better than : 79.44 vs. HFQTX (73.62).
| HFQTX | OAKIX | HFQTX / OAKIX | |
| Total Expense Ratio | 0.95 | 1.05 | 90% |
| Annual Report Gross Expense Ratio | 0.95 | 1.05 | 90% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 11.339 | 13.914 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.96B | 13.5B | 44% |
| Annual Yield % from dividends | 7.58 | 2.21 | 342% |
| Returns for 1 year | 13.27 | 7.95 | 167% |
| Returns for 3 years | 31.70 | 28.49 | 111% |
| Returns for 5 years | 73.62 | 79.44 | 93% |
| Returns for 10 years | N/A | 21.44 | - |
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