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LYRWX vs OAKIX
LYRWX vs OAKIX Comparison
Open Charts LYRWX vs OAKIX
Lyrical International Value Equity Instl
Price$11.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.92M
Oakmark International Investor
Price$25.25
Change+$0.22 (+0.88%)
VolumeN/A
Net Assets15.48B
LYRWX vs OAKIX Comparison Chart
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LYRWX vs. OAKIX commentary
Jan 18, 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 StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 15.5B vs. LYRWX (11.9M). 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 : 1.78 vs. OAKIX (1.61).
| 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 | 1.432 | 0.960 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 15.5B | 0% |
| Annual Yield % from dividends | 1.47 | 1.84 | 79% |
| Returns for 1 year | 1.78 | 1.61 | 110% |
| Returns for 3 years | -1.88 | -10.47 | 18% |
| Returns for 5 years | N/A | 7.92 | - |
| Returns for 10 years | N/A | 18.98 | - |
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