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KGGIX vs OAKEX
KGGIX vs OAKEX Comparison
Open Charts KGGIX vs OAKEX
Kopernik Global All-Cap I
Price$12.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Oakmark International Small Cap Investor
Price$20.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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KGGIX vs OAKEX Comparison Chart
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KGGIX 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 KGGIX is a Buy and OAKEX is a StrongSell.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 2.18B vs. OAKEX (1.67B). KGGIX pays higher dividends than OAKEX: KGGIX (4.72) vs OAKEX (1.82). KGGIX was incepted earlier than OAKEX: KGGIX (11 years) vs OAKEX (29 years). KGGIX is a more actively managed with annual turnover of: 39.00 vs. OAKEX (32.00). OAKEX has a lower initial minimum investment than KGGIX: OAKEX (0) vs KGGIX (1000000). OAKEX annual gain was more profitable for investors over the last year : 20.05 vs. KGGIX (10.47). KGGIX return over 5 years is better than : 52.97 vs. OAKEX (44.46).
| KGGIX | OAKEX | KGGIX / 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 | 7.725 | 5.641 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 1.67B | 131% |
| Annual Yield % from dividends | 4.72 | 1.82 | 259% |
| Returns for 1 year | 10.47 | 20.05 | 52% |
| Returns for 3 years | -13.50 | 4.64 | -291% |
| Returns for 5 years | 52.97 | 44.46 | 119% |
| Returns for 10 years | 82.29 | 42.83 | 192% |
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