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LIDCX vs OAKIX
LIDCX vs OAKIX Comparison
Open Charts LIDCX vs OAKIX
Lord Abbett International Value C
Price$8.99
Change+$0.06 (+0.67%)
VolumeN/A
Net Assets434.62M
Oakmark International Investor
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
LIDCX vs OAKIX Comparison Chart
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LIDCX 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 LIDCX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. LIDCX (435M). OAKIX pays higher dividends than LIDCX: OAKIX (2.21) vs LIDCX (2.09). LIDCX was incepted earlier than OAKIX: LIDCX (17 years) vs OAKIX (33 years). LIDCX (1.74) is less costly to investors than OAKIX (1.05). LIDCX is a more actively managed with annual turnover of: 54.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than LIDCX: OAKIX (0) vs LIDCX (1500). LIDCX annual gain was more profitable for investors over the last year : 13.73 vs. OAKIX (7.95). OAKIX return over 5 years is better than : 79.44 vs. LIDCX (72.45).
| LIDCX | OAKIX | LIDCX / OAKIX | |
| Total Expense Ratio | 1.74 | 1.05 | 166% |
| Annual Report Gross Expense Ratio | 1.74 | 1.05 | 166% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 15.187 | 13.914 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 13.5B | 3% |
| Annual Yield % from dividends | 2.09 | 2.21 | 94% |
| Returns for 1 year | 13.73 | 7.95 | 173% |
| Returns for 3 years | 34.86 | 28.49 | 122% |
| Returns for 5 years | 72.45 | 79.44 | 91% |
| Returns for 10 years | 26.57 | 21.44 | 124% |
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