Ad is loading...
LYRWX vs OAKIX
LYRWX vs OAKIX Comparison
Open Charts LYRWX vs OAKIX
Lyrical International Value Equity Instl
Price$12.09
Change-$0.18 (-1.47%)
VolumeN/A
Net Assets12.7M
Oakmark International Investor
Price$27.22
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
LYRWX vs OAKIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LYRWX vs. OAKIX commentary
Feb 23, 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: 14.8B vs. LYRWX (12.7M). 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). OAKIX annual gain was more profitable for investors over the last year : 5.76 vs. LYRWX (3.74).
| 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 | 8.236 | 8.836 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 14.8B | 0% |
| Annual Yield % from dividends | 1.47 | 1.84 | 79% |
| Returns for 1 year | 3.74 | 5.76 | 65% |
| Returns for 3 years | 9.34 | 2.33 | 401% |
| Returns for 5 years | N/A | 21.18 | - |
| Returns for 10 years | N/A | 17.69 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FEIAX | 33.48 | -0.21 | -0.62% |
| Fidelity Advisor Equity Income A | |||
| REACX | 26.84 | -0.25 | -0.92% |
| American Century Real Estate Inv | |||
| MCGIX | 12.86 | -0.21 | -1.61% |
| AMG Montrusco Bolton Large Cap Growth I | |||
| TEPLX | 27.13 | -0.45 | -1.63% |
| Templeton Growth A | |||
| CTOGX | 14.56 | -0.67 | -4.40% |
| Calamos Timpani SMID Growth R6 | |||