Interact to see
Advertisement
Advertisement
OAKIX vs OANIX
OAKIX vs OANIX Comparison
Open Charts OAKIX vs OANIX
Oakmark International Investor
Price$30.71
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets14.33B
Oakmark International Institutional
Price$30.67
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets14.33B
OAKIX vs OANIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. OANIX commentary
Sep 05, 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 Buy and OANIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX (14.3B) and OANIX (14.3B) have equal amount of cash in the bank . OANIX pays higher dividends than OAKIX: OANIX (2.24) vs OAKIX (1.99). OAKIX was incepted earlier than OANIX: OAKIX (33 years) vs OANIX (9 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 (18.21) and OAKIX (17.93) have marching annual gain over last year. OANIX (56.11) and OAKIX (54.72) 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 | 9 years | - |
| Gain YTD | 22.791 | 23.024 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 14.3B | 100% |
| Annual Yield % from dividends | 1.99 | 2.24 | 89% |
| Returns for 1 year | 17.93 | 18.21 | 98% |
| Returns for 3 years | 50.69 | 51.35 | 99% |
| Returns for 5 years | 54.72 | 56.11 | 98% |
| Returns for 10 years | 51.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AQWA | 19.80 | 0.34 | +1.75% |
| Global X Clean Water ETF | |||
| XJR | 42.84 | 0.59 | +1.41% |
| iShares ESG Select Scrn S&P Small-CapETF | |||
| JPUS | 123.31 | 1.11 | +0.91% |
| JPMorgan Diversified Return US Eq ETF | |||
| CSHP | 99.45 | N/A | N/A |
| iShares Enhanced ST Bond Active ETF | |||
| ASHR | 30.87 | -0.68 | -2.16% |
| Xtrackers Harvest CSI 300 China A ETF | |||