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KGGAX vs OAKEX
KGGAX vs OAKEX Comparison
Open Charts KGGAX vs OAKEX
Kopernik Global All-Cap A
Price$12.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Oakmark International Small Cap Investor
Price$20.62
Change+$0.02 (+0.10%)
VolumeN/A
CapitalizationN/A
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KGGAX vs OAKEX Comparison Chart
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KGGAX vs. OAKEX commentary
Oct 18, 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 KGGAX is a Buy and OAKEX is a StrongSell.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.2B vs. OAKEX (1.67B). KGGAX pays higher dividends than OAKEX: KGGAX (4.46) vs OAKEX (1.82). KGGAX was incepted earlier than OAKEX: KGGAX (11 years) vs OAKEX (29 years). KGGAX is a more actively managed with annual turnover of: 39.00 vs. OAKEX (32.00). OAKEX has a lower initial minimum investment than KGGAX: OAKEX (0) vs KGGAX (3000). OAKEX annual gain was more profitable for investors over the last year : 20.05 vs. KGGAX (10.15). KGGAX return over 5 years is better than : 51.24 vs. OAKEX (44.46).
| KGGAX | OAKEX | KGGAX / OAKEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 7.509 | 5.641 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 1.67B | 132% |
| Annual Yield % from dividends | 4.46 | 1.82 | 245% |
| Returns for 1 year | 10.15 | 20.05 | 51% |
| Returns for 3 years | -14.14 | 4.64 | -305% |
| Returns for 5 years | 51.24 | 44.46 | 115% |
| Returns for 10 years | 77.98 | 42.83 | 182% |
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