OAKIX
Price
$27.22
Change
-$0.13 (-0.48%)
Updated
Feb 21 closing price
Net Assets
14.76B
OAYIX
Price
$27.15
Change
-$0.13 (-0.48%)
Updated
Feb 21 closing price
Net Assets
14.76B
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OAKIX vs OAYIX

Header iconOAKIX vs OAYIX Comparison
Open Charts OAKIX vs OAYIXBanner chart's image
Oakmark International Investor
Price$27.22
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
Oakmark International Advisor
Price$27.15
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
OAKIX vs OAYIX Comparison Chart
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OAKIX vs. OAYIX 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 OAYIX is a Hold.

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FUNDAMENTALS
Fundamentals
OAKIX (14.8B) and OAYIX (14.8B) have equal amount of cash in the bank . OAYIX pays higher dividends than OAKIX: OAYIX (2.03) vs OAKIX (1.84). OAKIX was incepted earlier than OAYIX: OAKIX (32 years) vs OAYIX (8 years). OAKIX (27.00) and OAYIX (27.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than OAYIX: OAKIX (0) vs OAYIX (100000). OAYIX (5.91) and OAKIX (5.76) have marching annual gain over last year. OAYIX (21.84) and OAKIX (21.18) have equivalent 5 years return.
OAKIXOAYIXOAKIX / OAYIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years8 years-
Gain YTD8.8368.861100%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.8B14.8B100%
Annual Yield % from dividends1.842.0391%
Returns for 1 year5.765.9197%
Returns for 3 years2.332.5990%
Returns for 5 years21.1821.8497%
Returns for 10 years17.69N/A-
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