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HILSX vs OAKIX
HILSX vs OAKIX Comparison
Open Charts HILSX vs OAKIX
Hartford International Value R4
Price$20.62
Change+$0.20 (+0.98%)
VolumeN/A
Net Assets7.98B
Oakmark International Investor
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
HILSX vs OAKIX Comparison Chart
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HILSX vs. OAKIX commentary
May 12, 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 HILSX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. HILSX (7.98B). HILSX pays higher dividends than OAKIX: HILSX (2.75) vs OAKIX (2.21). HILSX was incepted earlier than OAKIX: HILSX (15 years) vs OAKIX (33 years). HILSX (1.20) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. HILSX (19.00). HILSX (0) and OAKIX (0) have matching initial minimum investment requirements. HILSX annual gain was more profitable for investors over the last year : 13.48 vs. OAKIX (7.95). HILSX return over 5 years is better than : 118.74 vs. OAKIX (79.44).
| HILSX | OAKIX | HILSX / OAKIX | |
| Total Expense Ratio | 1.20 | 1.05 | 114% |
| Annual Report Gross Expense Ratio | 1.20 | 1.05 | 114% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 17.426 | 13.914 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 13.5B | 59% |
| Annual Yield % from dividends | 2.75 | 2.21 | 124% |
| Returns for 1 year | 13.48 | 7.95 | 170% |
| Returns for 3 years | 53.09 | 28.49 | 186% |
| Returns for 5 years | 118.74 | 79.44 | 149% |
| Returns for 10 years | 59.20 | 21.44 | 276% |
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