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LYRWX vs OAKIX
LYRWX vs OAKIX Comparison
Open Charts LYRWX vs OAKIX
Lyrical International Value Equity Instl
Price$14.37
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets9.74M
Oakmark International Investor
Price$30.96
Change-$0.64 (-2.03%)
VolumeN/A
Net Assets14.38B
LYRWX vs OAKIX Comparison Chart in %
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LYRWX vs. OAKIX commentary
Nov 20, 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: 14.4B vs. LYRWX (9.74M). LYRWX pays higher dividends than OAKIX: LYRWX (2.65) vs OAKIX (1.94). LYRWX was incepted earlier than OAKIX: LYRWX (6 years) vs OAKIX (33 years). LYRWX (2.87) 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 : 26.04 vs. OAKIX (23.81). LYRWX return over 5 years is better than : 45.70 vs. OAKIX (37.14).
| LYRWX | OAKIX | LYRWX / OAKIX | |
| Total Expense Ratio | 0.99 | 1.05 | 94% |
| Annual Report Gross Expense Ratio | 2.87 | 1.05 | 273% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 30.081 | 23.790 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.74M | 14.4B | 0% |
| Annual Yield % from dividends | 2.65 | 1.94 | 137% |
| Returns for 1 year | 26.04 | 23.81 | 109% |
| Returns for 3 years | 43.90 | 37.91 | 116% |
| Returns for 5 years | 45.70 | 37.14 | 123% |
| Returns for 10 years | N/A | 45.38 | - |
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