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HILIX vs OAKIX
HILIX vs OAKIX Comparison
Open Charts HILIX vs OAKIX
Hartford International Value I
Price$20.76
Change+$0.19 (+0.92%)
VolumeN/A
Net Assets7.98B
Oakmark International Investor
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
HILIX vs OAKIX Comparison Chart
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HILIX vs. OAKIX 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 HILIX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. HILIX (7.98B). HILIX pays higher dividends than OAKIX: HILIX (2.97) vs OAKIX (2.21). HILIX was incepted earlier than OAKIX: HILIX (15 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than HILIX (0.91). OAKIX is a more actively managed with annual turnover of: 32.00 vs. HILIX (19.00). OAKIX has a lower initial minimum investment than HILIX: OAKIX (0) vs HILIX (2000). HILIX annual gain was more profitable for investors over the last year : 13.81 vs. OAKIX (7.95). HILIX return over 5 years is better than : 121.50 vs. OAKIX (79.44).
| HILIX | OAKIX | HILIX / OAKIX | |
| Total Expense Ratio | 0.91 | 1.05 | 87% |
| Annual Report Gross Expense Ratio | 0.91 | 1.05 | 87% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 17.487 | 13.914 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 13.5B | 59% |
| Annual Yield % from dividends | 2.97 | 2.21 | 134% |
| Returns for 1 year | 13.81 | 7.95 | 174% |
| Returns for 3 years | 54.39 | 28.49 | 191% |
| Returns for 5 years | 121.50 | 79.44 | 153% |
| Returns for 10 years | 62.93 | 21.44 | 294% |
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