OAKIX
Price
$27.05
Change
+$0.05 (+0.19%)
Updated
Apr 2 closing price
Net Assets
13.3B
OANIX
Price
$26.99
Change
+$0.05 (+0.19%)
Updated
Apr 2 closing price
Net Assets
13.3B
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OAKIX vs OANIX

Header iconOAKIX vs OANIX Comparison
Open Charts OAKIX vs OANIXBanner chart's image
Oakmark International Investor
Price$27.05
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets13.3B
Oakmark International Institutional
Price$26.99
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets13.3B
OAKIX vs OANIX Comparison Chart
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OAKIX vs. OANIX commentary
Apr 04, 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 StrongBuy and OANIX is a StrongBuy.

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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 : 4.18 vs. OAKIX (3.91). OANIX (99.98) and OAKIX (98.15) have equivalent 5 years return.
OAKIXOANIXOAKIX / OANIX
Total Expense Ratio1.050.81130%
Annual Report Gross Expense Ratio1.050.81130%
Fund Existence33 years8 years-
Gain YTD8.1578.26399%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.3B13.3B100%
Annual Yield % from dividends2.282.5889%
Returns for 1 year3.914.1893%
Returns for 3 years9.049.5095%
Returns for 5 years98.1599.9898%
Returns for 10 years16.40N/A-
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