OAKIX
Price
$25.84
Change
+$0.59 (+2.34%)
Updated
Jan 21 closing price
Net Assets
15.48B
OANIX
Price
$25.77
Change
+$0.59 (+2.34%)
Updated
Jan 21 closing price
Net Assets
15.48B
Ad is loading...

OAKIX vs OANIX

Header iconOAKIX vs OANIX Comparison
Open Charts OAKIX vs OANIXBanner chart's image
Oakmark International Investor
Price$25.84
Change+$0.59 (+2.34%)
VolumeN/A
Net Assets15.48B
Oakmark International Institutional
Price$25.77
Change+$0.59 (+2.34%)
VolumeN/A
Net Assets15.48B
OAKIX vs OANIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
OAKIX vs. OANIX commentary
Jan 22, 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 OAKIX is a Hold and OANIX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
OAKIX (15.5B) and OANIX (15.5B) have equal amount of cash in the bank . OANIX pays higher dividends than OAKIX: OANIX (2.11) vs OAKIX (1.84). OAKIX was incepted earlier than OANIX: OAKIX (32 years) vs OANIX (8 years). OAKIX (27.00) and OANIX (27.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than OANIX: OAKIX (0) vs OANIX (250000). OANIX annual gain was more profitable for investors over the last year : 1.87 vs. OAKIX (1.61). OANIX return over 5 years is better than : 8.87 vs. OAKIX (7.92).
OAKIXOANIXOAKIX / OANIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years8 years-
Gain YTD0.9601.00396%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.5B15.5B100%
Annual Yield % from dividends1.842.1187%
Returns for 1 year1.611.8786%
Returns for 3 years-10.47-10.06104%
Returns for 5 years7.928.8789%
Returns for 10 years18.98N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PSMD29.520.12
+0.40%
Pacer Swan SOS Moderate (January) ETF
QEFA73.490.27
+0.37%
SPDR® MSCI EAFE StrategicFactors ETF
DFEB43.150.05
+0.13%
FT Vest US Equity Deep Bffr ETF Feb
USIG50.270.04
+0.08%
iShares Broad USD Invm Grd Corp Bd ETF
RTAI21.31N/A
N/A
Rareview Tax Advantaged Income ETF