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HWNIX vs OAKIX
HWNIX vs OAKIX Comparison
Open Charts HWNIX vs OAKIX
Hotchkis & Wiley International Value I
Price$14.52
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets4.63M
Oakmark International Investor
Price$30.64
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets14.09B
HWNIX vs OAKIX Comparison Chart in %
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HWNIX vs. OAKIX commentary
Aug 10, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. HWNIX (4.63M). OAKIX pays higher dividends than HWNIX: OAKIX (2.05) vs HWNIX (1.87). HWNIX was incepted earlier than OAKIX: HWNIX (10 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 : 23.20 vs. HWNIX (16.32). HWNIX return over 5 years is better than : 90.48 vs. OAKIX (61.18).
| HWNIX | OAKIX | HWNIX / OAKIX | |
| Total Expense Ratio | 0.95 | 1.05 | 90% |
| Annual Report Gross Expense Ratio | 4.57 | 1.05 | 435% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 27.739 | 22.511 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63M | 14.1B | 0% |
| Annual Yield % from dividends | 1.87 | 2.05 | 91% |
| Returns for 1 year | 16.32 | 23.20 | 70% |
| Returns for 3 years | 44.31 | 38.37 | 115% |
| Returns for 5 years | 90.48 | 61.18 | 148% |
| Returns for 10 years | N/A | 33.93 | - |
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