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JDIVX vs OAKIX
JDIVX vs OAKIX Comparison
Open Charts JDIVX vs OAKIX
JHancock Disciplined Value Intl NAV
Price$15.05
Change+$0.13 (+0.87%)
VolumeN/A
Net Assets4.94B
Oakmark International Investor
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
JDIVX vs OAKIX Comparison Chart
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JDIVX vs. OAKIX commentary
May 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 JDIVX is a StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. JDIVX (4.94B). OAKIX pays higher dividends than JDIVX: OAKIX (2.21) vs JDIVX (1.76). JDIVX was incepted earlier than OAKIX: JDIVX (10 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than JDIVX (0.75). JDIVX is a more actively managed with annual turnover of: 91.00 vs. OAKIX (32.00). JDIVX (0) and OAKIX (0) have matching initial minimum investment requirements. OAKIX annual gain was more profitable for investors over the last year : 7.95 vs. JDIVX (-2.22). OAKIX return over 5 years is better than : 79.44 vs. JDIVX (68.81).
| JDIVX | OAKIX | JDIVX / OAKIX | |
| Total Expense Ratio | 0.74 | 1.05 | 70% |
| Annual Report Gross Expense Ratio | 0.75 | 1.05 | 71% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 16.306 | 13.914 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 13.5B | 37% |
| Annual Yield % from dividends | 1.76 | 2.21 | 80% |
| Returns for 1 year | -2.22 | 7.95 | -28% |
| Returns for 3 years | 23.13 | 28.49 | 81% |
| Returns for 5 years | 68.81 | 79.44 | 87% |
| Returns for 10 years | 40.13 | 21.44 | 187% |
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