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HWNIX vs OAKIX
HWNIX vs OAKIX Comparison
Open Charts HWNIX vs OAKIX
Hotchkis & Wiley International Value I
Price$12.26
Change+$0.12 (+0.99%)
VolumeN/A
Net Assets3.79M
Oakmark International Investor
Price$26.43
Change+$0.19 (+0.72%)
VolumeN/A
Net Assets13.3B
HWNIX vs OAKIX Comparison Chart
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HWNIX vs. OAKIX commentary
Apr 16, 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 HWNIX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.3B vs. HWNIX (3.79M). OAKIX pays higher dividends than HWNIX: OAKIX (2.28) vs HWNIX (2.07). HWNIX was incepted earlier than OAKIX: HWNIX (9 years) vs OAKIX (33 years). HWNIX (4.57) is less costly to investors than OAKIX (1.05). HWNIX is a more actively managed with annual turnover of: 35.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than HWNIX: OAKIX (0) vs HWNIX (250000). OAKIX annual gain was more profitable for investors over the last year : 4.15 vs. HWNIX (0.59). HWNIX return over 5 years is better than : 100.64 vs. OAKIX (79.70).
| HWNIX | OAKIX | HWNIX / OAKIX | |
| Total Expense Ratio | 0.95 | 1.05 | 90% |
| Annual Report Gross Expense Ratio | 4.57 | 1.05 | 435% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 7.244 | 5.678 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.79M | 13.3B | 0% |
| Annual Yield % from dividends | 2.07 | 2.28 | 91% |
| Returns for 1 year | 0.59 | 4.15 | 14% |
| Returns for 3 years | 13.18 | 10.42 | 127% |
| Returns for 5 years | 100.64 | 79.70 | 126% |
| Returns for 10 years | N/A | 13.24 | - |
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