Interact to see
Advertisement
Advertisement
LYRWX vs OAKIX
LYRWX vs OAKIX Comparison
Open Charts LYRWX vs OAKIX
Lyrical International Value Equity Instl
Price$14.58
Change-$0.17 (-1.15%)
VolumeN/A
Net Assets9.79M
Oakmark International Investor
Price$32.05
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets14.56B
LYRWX vs OAKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LYRWX vs. OAKIX commentary
Oct 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 LYRWX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. LYRWX (9.79M). LYRWX pays higher dividends than OAKIX: LYRWX (2.66) vs OAKIX (1.95). LYRWX was incepted earlier than OAKIX: LYRWX (6 years) vs OAKIX (33 years). LYRWX (3.47) is less costly to investors than OAKIX (1.05). OAKIX (32.00) and LYRWX (31.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than LYRWX: OAKIX (0) vs LYRWX (100000). LYRWX annual gain was more profitable for investors over the last year : 21.92 vs. OAKIX (19.18). LYRWX (62.59) and OAKIX (62.16) have equivalent 5 years return.
| LYRWX | OAKIX | LYRWX / OAKIX | |
| Total Expense Ratio | 0.99 | 1.05 | 94% |
| Annual Report Gross Expense Ratio | 3.47 | 1.05 | 330% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 32.050 | 28.149 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.79M | 14.6B | 0% |
| Annual Yield % from dividends | 2.66 | 1.95 | 136% |
| Returns for 1 year | 21.92 | 19.18 | 114% |
| Returns for 3 years | 69.64 | 70.76 | 98% |
| Returns for 5 years | 62.59 | 62.16 | 101% |
| Returns for 10 years | N/A | 48.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EFR | 11.39 | 0.02 | +0.18% |
| Eaton Vance Senior Floating-Rate Fund | |||
| BKAG | 42.52 | 0.07 | +0.15% |
| BNY Mellon Core Bond ETF | |||
| IBLC | 62.92 | 0.07 | +0.12% |
| iShares Blockchain and Tech ETF | |||
| CCZ | 60.85 | N/A | N/A |
| Comcast Holdings Corp | |||
| ARKD | 59.29 | N/A | N/A |
| ARK 21Shares Blockchain and Digital Economy Innovation ETF | |||