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LYRWX vs OAKIX
LYRWX vs OAKIX Comparison
Open Charts LYRWX vs OAKIX
Lyrical International Value Equity Instl
Price$11.88
Change+$0.04 (+0.34%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$25.45
Change+$0.09 (+0.35%)
VolumeN/A
CapitalizationN/A
LYRWX vs OAKIX Comparison Chart
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LYRWX vs. OAKIX commentary
Nov 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 LYRWX is a StrongBuy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.9B vs. LYRWX (12.5M). OAKIX pays higher dividends than LYRWX: OAKIX (1.84) vs LYRWX (1.47). LYRWX was incepted earlier than OAKIX: LYRWX (5 years) vs OAKIX (32 years). LYRWX is a more actively managed with annual turnover of: 40.00 vs. OAKIX (27.00). 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 : 8.85 vs. OAKIX (3.16).
| LYRWX | OAKIX | LYRWX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 0.423 | -5.179 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 16.9B | 0% |
| Annual Yield % from dividends | 1.47 | 1.84 | 79% |
| Returns for 1 year | 8.85 | 3.16 | 280% |
| Returns for 3 years | -8.81 | -11.21 | 79% |
| Returns for 5 years | N/A | 8.12 | - |
| Returns for 10 years | N/A | 9.95 | - |
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