Interact to see
Advertisement
Advertisement
OAKIX vs OANIX
OAKIX vs OANIX Comparison
Open Charts OAKIX vs OANIX
Oakmark International Investor
Price$29.26
Change-$0.25 (-0.85%)
VolumeN/A
Net Assets13.49B
Oakmark International Institutional
Price$29.20
Change-$0.25 (-0.85%)
VolumeN/A
Net Assets13.49B
OAKIX vs OANIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. OANIX commentary
May 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 StrongBuy and OANIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX (13.5B) and OANIX (13.5B) have equal amount of cash in the bank . OANIX pays higher dividends than OAKIX: OANIX (2.50) vs OAKIX (2.21). 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 (9.23) and OAKIX (8.97) have marching annual gain over last year. OANIX (87.45) and OAKIX (85.72) 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 | 8 years | - |
| Gain YTD | 16.993 | 17.128 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 13.5B | 100% |
| Annual Yield % from dividends | 2.21 | 2.50 | 89% |
| Returns for 1 year | 8.97 | 9.23 | 97% |
| Returns for 3 years | 26.03 | 26.59 | 98% |
| Returns for 5 years | 85.72 | 87.45 | 98% |
| Returns for 10 years | 23.07 | 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 % |
| SMDD | 8.81 | 0.64 | +7.83% |
| ProShares UltraPro Short MidCap400 | |||
| GURU | 51.86 | N/A | N/A |
| Global X Guru™ ETF | |||
| HYLS | 41.08 | -0.15 | -0.38% |
| First Trust Tactical High Yield ETF | |||
| UOCT | 35.43 | -0.35 | -0.97% |
| Innovator U.S. Equity Ultra Buf ETF™ Oct | |||
| FYC | 73.08 | -1.83 | -2.44% |
| First Trust Small Cap Gr AlphaDEX® ETF | |||