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LYRNX vs OAKIX
LYRNX vs OAKIX Comparison
Open Charts LYRNX vs OAKIX
Lyrical International Value Equity I
Price$12.01
Change+$0.36 (+3.09%)
VolumeN/A
Net Assets2.09M
Oakmark International Investor
Price$26.01
Change+$0.72 (+2.85%)
VolumeN/A
Net Assets13.3B
LYRNX vs OAKIX Comparison Chart
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LYRNX vs. OAKIX commentary
Apr 12, 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 LYRNX is a StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.3B vs. LYRNX (2.09M). LYRNX pays higher dividends than OAKIX: LYRNX (2.96) vs OAKIX (2.28). LYRNX was incepted earlier than OAKIX: LYRNX (5 years) vs OAKIX (33 years). LYRNX (5.99) is less costly to investors than OAKIX (1.05). OAKIX (32.00) and LYRNX (31.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than LYRNX: OAKIX (0) vs LYRNX (2500). OAKIX annual gain was more profitable for investors over the last year : 0.07 vs. LYRNX (-0.52). OAKIX return over 5 years is better than : 65.59 vs. LYRNX (58.57).
| LYRNX | OAKIX | LYRNX / OAKIX | |
| Total Expense Ratio | 1.24 | 1.05 | 118% |
| Annual Report Gross Expense Ratio | 5.99 | 1.05 | 570% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 4.391 | 3.998 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09M | 13.3B | 0% |
| Annual Yield % from dividends | 2.96 | 2.28 | 129% |
| Returns for 1 year | -0.52 | 0.07 | -767% |
| Returns for 3 years | 13.73 | 9.59 | 143% |
| Returns for 5 years | 58.57 | 65.59 | 89% |
| Returns for 10 years | N/A | 11.09 | - |
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