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JPVZX vs OANIX
JPVZX vs OANIX Comparison
Open Charts JPVZX vs OANIX
JPMorgan Developed International ValueR2
Price$14.90
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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JPVZX vs OANIX Comparison Chart
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JPVZX vs. OANIX commentary
Sep 21, 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 JPVZX is a Buy and OANIX is a Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 18.1B vs. JPVZX (636M). JPVZX pays higher dividends than OANIX: JPVZX (4.39) vs OANIX (2.11). JPVZX was incepted earlier than OANIX: JPVZX (16 years) vs OANIX (8 years). JPVZX is a more actively managed with annual turnover of: 34.00 vs. OANIX (27.00). JPVZX has a lower initial minimum investment than OANIX: JPVZX (0) vs OANIX (250000). JPVZX annual gain was more profitable for investors over the last year : 18.57 vs. OANIX (5.20). JPVZX return over 5 years is better than : 44.98 vs. OANIX (21.45).
| JPVZX | OANIX | JPVZX / OANIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 13.753 | -0.075 | -18,408% |
| 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 | 4.39 | 2.11 | 208% |
| Returns for 1 year | 18.57 | 5.20 | 357% |
| Returns for 3 years | 23.36 | -1.49 | -1,565% |
| Returns for 5 years | 44.98 | 21.45 | 210% |
| Returns for 10 years | 34.96 | N/A | - |
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