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LIDOX vs OAKIX
LIDOX vs OAKIX Comparison
Open Charts LIDOX vs OAKIX
Lord Abbett International Value F3
Price$9.09
Change-$0.06 (-0.66%)
VolumeN/A
Net Assets436.25M
Oakmark International Investor
Price$28.25
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets13.49B
LIDOX vs OAKIX Comparison Chart
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LIDOX vs. OAKIX commentary
May 09, 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 LIDOX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. LIDOX (436M). LIDOX pays higher dividends than OAKIX: LIDOX (3.01) vs OAKIX (2.21). LIDOX was incepted earlier than OAKIX: LIDOX (8 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than LIDOX (0.66). LIDOX is a more actively managed with annual turnover of: 54.00 vs. OAKIX (32.00). LIDOX (0) and OAKIX (0) have matching initial minimum investment requirements. LIDOX annual gain was more profitable for investors over the last year : 15.91 vs. OAKIX (7.56). LIDOX (78.52) and OAKIX (77.74) have equivalent 5 years return.
| LIDOX | OAKIX | LIDOX / OAKIX | |
| Total Expense Ratio | 0.66 | 1.05 | 63% |
| Annual Report Gross Expense Ratio | 0.66 | 1.05 | 63% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 15.573 | 12.835 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 13.5B | 3% |
| Annual Yield % from dividends | 3.01 | 2.21 | 136% |
| Returns for 1 year | 15.91 | 7.56 | 210% |
| Returns for 3 years | 38.67 | 27.88 | 139% |
| Returns for 5 years | 78.52 | 77.74 | 101% |
| Returns for 10 years | N/A | 19.81 | - |
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