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LYRWX vs OAKIX
LYRWX vs OAKIX Comparison
Open Charts LYRWX vs OAKIX
Lyrical International Value Equity Instl
Price$12.06
Change-$0.34 (-2.74%)
VolumeN/A
Net Assets2.21M
Oakmark International Investor
Price$26.40
Change-$0.65 (-2.40%)
VolumeN/A
Net Assets13.3B
LYRWX vs OAKIX Comparison Chart
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LYRWX vs. OAKIX commentary
Apr 04, 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: 13.3B vs. LYRWX (2.21M). LYRWX pays higher dividends than OAKIX: LYRWX (3.18) vs OAKIX (2.28). LYRWX was incepted earlier than OAKIX: LYRWX (5 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 : 4.50 vs. OAKIX (0.51). OAKIX (93.39) and LYRWX (91.36) 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 | 5 years | 33 years | - |
| Gain YTD | 11.012 | 5.558 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21M | 13.3B | 0% |
| Annual Yield % from dividends | 3.18 | 2.28 | 139% |
| Returns for 1 year | 4.50 | 0.51 | 881% |
| Returns for 3 years | 14.34 | 6.05 | 237% |
| Returns for 5 years | 91.36 | 93.39 | 98% |
| Returns for 10 years | N/A | 12.97 | - |
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