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HWNIX vs OAKIX
HWNIX vs OAKIX Comparison
Open Charts HWNIX vs OAKIX
Hotchkis & Wiley International Value I
Price$14.98
Change-$0.13 (-0.86%)
VolumeN/A
Net Assets4.88M
Oakmark International Investor
Price$30.96
Change-$0.64 (-2.03%)
VolumeN/A
Net Assets14.38B
HWNIX vs OAKIX Comparison Chart in %
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HWNIX vs. OAKIX commentary
Nov 20, 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: 14.4B vs. HWNIX (4.88M). OAKIX pays higher dividends than HWNIX: OAKIX (1.94) vs HWNIX (1.76). HWNIX was incepted earlier than OAKIX: HWNIX (10 years) vs OAKIX (33 years). HWNIX (4.09) 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 : 23.81 vs. HWNIX (17.84). HWNIX return over 5 years is better than : 69.96 vs. OAKIX (37.14).
| HWNIX | OAKIX | HWNIX / OAKIX | |
| Total Expense Ratio | 0.70 | 1.05 | 67% |
| Annual Report Gross Expense Ratio | 4.09 | 1.05 | 390% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 33.481 | 23.790 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88M | 14.4B | 0% |
| Annual Yield % from dividends | 1.76 | 1.94 | 91% |
| Returns for 1 year | 17.84 | 23.81 | 75% |
| Returns for 3 years | 44.47 | 37.91 | 117% |
| Returns for 5 years | 69.96 | 37.14 | 188% |
| Returns for 10 years | N/A | 45.38 | - |
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