OAKIX
Price
$26.45
Change
+$0.35 (+1.34%)
Updated
Mar 1, 6:59 PM EST
OAYIX
Price
$26.39
Change
+$0.34 (+1.31%)
Updated
Mar 1, 6:59 PM EST
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OAKIX vs OAYIX ᐉ Comparison: Which is Better to Invest?

Header iconOAKIX vs OAYIX Comparison
Open Charts OAKIX vs OAYIXBanner chart's image
Oakmark International Investor
Price$26.45
Change+$0.35 (+1.34%)
VolumeN/A
CapitalizationN/A
Oakmark International Advisor
Price$26.39
Change+$0.34 (+1.31%)
VolumeN/A
CapitalizationN/A
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OAKIX vs OAYIX Comparison Chart

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VS
OAKIX vs. OAYIX commentary
Mar 03, 2024

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 (19.7B) and OAYIX (19.7B) have equal amount of cash in the bank . OAYIX pays higher dividends than OAKIX: OAYIX (2.09) vs OAKIX (1.90). OAKIX was incepted earlier than OAYIX: OAKIX (31 years) vs OAYIX (7 years). OAKIX (1.05) is less costly to investors than OAYIX (0.88). 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 (4.27) and OAKIX (4.10) have marching annual gain over last year. OAYIX (26.05) and OAKIX (25.19) have equivalent 5 years return.
OAKIXOAYIXOAKIX / OAYIX
Total Expense Ratio1.050.88119%
Annual Report Gross Expense Ratio1.050.88119%
Fund Existence31 years7 years-
Gain YTD-1.453-1.456100%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRA1000N/A-
Net Assets19.7B19.7B100%
Annual Yield % from dividends1.902.0991%
Returns for 1 year4.104.2796%
Returns for 3 years-0.97-0.47206%
Returns for 5 years25.1926.0597%
Returns for 10 years10.70N/A-
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