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JDIBX vs OAKIX
JDIBX vs OAKIX Comparison
Open Charts JDIBX vs OAKIX
JHancock Disciplined Value Intl A
Price$16.27
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets5.39B
Oakmark International Investor
Price$31.22
Change+$0.31 (+1.00%)
VolumeN/A
Net Assets14.37B
JDIBX vs OAKIX Comparison Chart in %
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JDIBX vs. OAKIX commentary
Jul 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 JDIBX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. JDIBX (5.39B). OAKIX pays higher dividends than JDIBX: OAKIX (2.03) vs JDIBX (1.29). JDIBX was incepted earlier than OAKIX: JDIBX (11 years) vs OAKIX (33 years). JDIBX (1.12) is less costly to investors than OAKIX (1.05). JDIBX is a more actively managed with annual turnover of: 91.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than JDIBX: OAKIX (0) vs JDIBX (1000). OAKIX annual gain was more profitable for investors over the last year : 20.98 vs. JDIBX (4.09). OAKIX return over 5 years is better than : 67.99 vs. JDIBX (59.10).
| JDIBX | OAKIX | JDIBX / OAKIX | |
| Total Expense Ratio | 1.11 | 1.05 | 106% |
| Annual Report Gross Expense Ratio | 1.12 | 1.05 | 107% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 25.714 | 24.830 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 14.4B | 37% |
| Annual Yield % from dividends | 1.29 | 2.03 | 64% |
| Returns for 1 year | 4.09 | 20.98 | 20% |
| Returns for 3 years | 38.02 | 48.11 | 79% |
| Returns for 5 years | 59.10 | 67.99 | 87% |
| Returns for 10 years | 41.24 | 35.75 | 115% |
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