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OAKIX vs OANIX
OAKIX vs OANIX Comparison
Open Charts OAKIX vs OANIX
Oakmark International Investor
Price$27.59
Change+$0.43 (+1.58%)
VolumeN/A
Net Assets13.3B
Oakmark International Institutional
Price$27.10
Change+$0.37 (+1.38%)
VolumeN/A
Net Assets13.3B
OAKIX vs OANIX Comparison Chart
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OAKIX vs. OANIX commentary
Apr 25, 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.
FUNDAMENTALS
Fundamentals
OAKIX (13.3B) and OANIX (13.3B) have equal amount of cash in the bank . OANIX pays higher dividends than OAKIX: OANIX (2.58) vs OAKIX (2.28). OAKIX was incepted earlier than OANIX: OAKIX (33 years) vs OANIX (8 years). OAKIX (1.05) is less costly to investors than OANIX (0.81). OAKIX (32.00) and OANIX (32.00) 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 : 4.32 vs. OAKIX (4.05). OANIX (78.55) and OAKIX (77.04) have equivalent 5 years return.
| OAKIX | OANIX | OAKIX / OANIX | |
| Total Expense Ratio | 1.05 | 0.81 | 130% |
| Annual Report Gross Expense Ratio | 1.05 | 0.81 | 130% |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 7.117 | 7.220 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 13.3B | 100% |
| Annual Yield % from dividends | 2.28 | 2.58 | 89% |
| Returns for 1 year | 4.05 | 4.32 | 94% |
| Returns for 3 years | 12.87 | 13.35 | 96% |
| Returns for 5 years | 77.04 | 78.55 | 98% |
| Returns for 10 years | 13.25 | N/A | - |
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