JDIBX
Price
$14.61
Change
-$0.00 (-0.00%)
Updated
Feb 23, 6:59 PM EST
OAKIX
Price
$26.38
Change
-$0.00 (-0.00%)
Updated
Feb 23, 6:59 PM EST
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JDIBX vs OAKIX ᐉ Comparison: Which is Better to Invest?

Header iconJDIBX vs OAKIX Comparison
Open Charts JDIBX vs OAKIXBanner chart's image
JHancock Disciplined Value Intl A
Price$14.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$26.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JDIBX vs OAKIX Comparison Chart

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VS
JDIBX vs. OAKIX commentary
Feb 26, 2024

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: 19.5B vs. JDIBX (2.97B). OAKIX pays higher dividends than JDIBX: OAKIX (1.92) vs JDIBX (1.71). JDIBX was incepted earlier than OAKIX: JDIBX (9 years) vs OAKIX (31 years). JDIBX (1.14) is less costly to investors than OAKIX (1.05). JDIBX is a more actively managed with annual turnover of: 71.00 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than JDIBX: OAKIX (0) vs JDIBX (1000). JDIBX annual gain was more profitable for investors over the last year : 6.15 vs. OAKIX (3.71). JDIBX return over 5 years is better than : 28.43 vs. OAKIX (26.91).
JDIBXOAKIXJDIBX / OAKIX
Total Expense Ratio1.131.05108%
Annual Report Gross Expense Ratio1.141.05109%
Fund Existence9 years31 years-
Gain YTD0.551-1.714-32%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/A1000-
Net Assets2.97B19.5B15%
Annual Yield % from dividends1.711.9289%
Returns for 1 year6.153.71166%
Returns for 3 years10.51-1.20-876%
Returns for 5 years28.4326.91106%
Returns for 10 yearsN/A9.37-
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