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OAKIX vs OANIX
OAKIX vs OANIX Comparison
Open Charts OAKIX vs OANIX
Oakmark International Investor
Price$27.22
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
Oakmark International Institutional
Price$27.15
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
OAKIX vs OANIX Comparison Chart
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OAKIX vs. OANIX 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 OAKIX is a Hold and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX (14.8B) and OANIX (14.8B) 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 (6.00) and OAKIX (5.76) have marching annual gain over last year. OANIX (22.22) and OAKIX (21.18) have equivalent 5 years return.
| OAKIX | OANIX | OAKIX / OANIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 8.836 | 8.905 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 14.8B | 100% |
| Annual Yield % from dividends | 1.84 | 2.11 | 87% |
| Returns for 1 year | 5.76 | 6.00 | 96% |
| Returns for 3 years | 2.33 | 2.75 | 84% |
| Returns for 5 years | 21.18 | 22.22 | 95% |
| Returns for 10 years | 17.69 | N/A | - |
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