Interact to see
Advertisement
Advertisement
OAKIX vs OAYIX
OAKIX vs OAYIX Comparison
Open Charts OAKIX vs OAYIX
Oakmark International Investor
Price$30.00
Change+$0.26 (+0.87%)
VolumeN/A
Net Assets14.15B
Oakmark International Advisor
Price$29.94
Change+$0.26 (+0.88%)
VolumeN/A
Net Assets14.15B
OAKIX vs OAYIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. OAYIX commentary
Jun 27, 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 (14.1B) and OAYIX (14.1B) have equal amount of cash in the bank . OAYIX pays higher dividends than OAKIX: OAYIX (2.28) vs OAKIX (2.09). OAKIX was incepted earlier than OAYIX: OAKIX (33 years) vs OAYIX (9 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 (19.15) and OAKIX (18.95) have marching annual gain over last year. OAYIX (69.51) and OAKIX (68.52) 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 | 9 years | - |
| Gain YTD | 19.952 | 20.048 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 14.1B | 100% |
| Annual Yield % from dividends | 2.09 | 2.28 | 92% |
| Returns for 1 year | 18.95 | 19.15 | 99% |
| Returns for 3 years | 33.23 | 33.62 | 99% |
| Returns for 5 years | 68.52 | 69.51 | 99% |
| Returns for 10 years | 31.40 | 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 % |
| DFAX | 29.14 | 0.32 | +1.11% |
| Dimensional World ex US Core Eq 2 ETF | |||
| ITDD | 32.77 | 0.20 | +0.61% |
| iShares LifePath Target Date 2040 ETF | |||
| NUMV | 35.77 | 0.21 | +0.59% |
| Nuveen ESG Mid-Cap Value ETF | |||
| YJUN | 24.34 | 0.12 | +0.50% |
| FT Vest Intl Eq Mod Bf ETF June | |||
| PDEC | 39.72 | 0.17 | +0.43% |
| Innovator U.S. Eq Power Buffer ETF - Dec | |||