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JPVRX vs OANIX
JPVRX vs OANIX Comparison
Open Charts JPVRX vs OANIX
JPMorgan Developed International ValueR5
Price$15.52
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Oakmark International Institutional
Price$27.31
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JPVRX vs OANIX Comparison Chart
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JPVRX vs. OANIX commentary
Sep 20, 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 JPVRX is a Buy and OANIX is a Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 18.1B vs. JPVRX (636M). JPVRX pays higher dividends than OANIX: JPVRX (4.67) vs OANIX (2.11). JPVRX was incepted earlier than OANIX: JPVRX (8 years) vs OANIX (8 years). JPVRX is a more actively managed with annual turnover of: 34.00 vs. OANIX (27.00). JPVRX has a lower initial minimum investment than OANIX: JPVRX (0) vs OANIX (250000). JPVRX annual gain was more profitable for investors over the last year : 19.35 vs. OANIX (5.20). JPVRX return over 5 years is better than : 49.08 vs. OANIX (21.45).
| JPVRX | OANIX | JPVRX / OANIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 14.318 | -0.075 | -19,164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 18.1B | 4% |
| Annual Yield % from dividends | 4.67 | 2.11 | 221% |
| Returns for 1 year | 19.35 | 5.20 | 372% |
| Returns for 3 years | 25.22 | -1.49 | -1,689% |
| Returns for 5 years | 49.08 | 21.45 | 229% |
| Returns for 10 years | N/A | N/A | - |
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