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OAKIX vs OAYIX
OAKIX vs OAYIX Comparison
Open Charts OAKIX vs OAYIX
Oakmark International Investor
Price$27.59
Change+$0.43 (+1.58%)
VolumeN/A
Net Assets13.3B
Oakmark International Advisor
Price$27.53
Change+$0.43 (+1.59%)
VolumeN/A
Net Assets13.3B
OAKIX vs OAYIX Comparison Chart
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OAKIX vs. OAYIX 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 OAYIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX (13.3B) and OAYIX (13.3B) have equal amount of cash in the bank . OAYIX pays higher dividends than OAKIX: OAYIX (2.49) vs OAKIX (2.28). OAKIX was incepted earlier than OAYIX: OAKIX (33 years) vs OAYIX (8 years). OAKIX (1.05) is less costly to investors than OAYIX (0.88). OAKIX (32.00) and OAYIX (32.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than OAYIX: OAKIX (0) vs OAYIX (100000). OAYIX (7.51) and OAKIX (7.32) have marching annual gain over last year. OAYIX (83.40) and OAKIX (82.33) have equivalent 5 years return.
| OAKIX | OAYIX | OAKIX / OAYIX | |
| Total Expense Ratio | 1.05 | 0.88 | 119% |
| Annual Report Gross Expense Ratio | 1.05 | 0.88 | 119% |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 10.316 | 10.385 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 13.3B | 100% |
| Annual Yield % from dividends | 2.28 | 2.49 | 92% |
| Returns for 1 year | 7.32 | 7.51 | 97% |
| Returns for 3 years | 16.95 | 17.31 | 98% |
| Returns for 5 years | 82.33 | 83.40 | 99% |
| Returns for 10 years | 15.91 | N/A | - |
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