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OAKIX vs PINZX
OAKIX vs PINZX Comparison
Open Charts OAKIX vs PINZX
Oakmark International Investor
Price$28.25
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets13.49B
Principal Overseas Instl
Price$10.42
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets1.23B
OAKIX vs PINZX Comparison Chart
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OAKIX vs. PINZX commentary
May 09, 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 PINZX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. PINZX (1.23B). PINZX pays higher dividends than OAKIX: PINZX (4.45) vs OAKIX (2.21). OAKIX was incepted earlier than PINZX: OAKIX (33 years) vs PINZX (17 years). OAKIX (1.05) is less costly to investors than PINZX (0.91). PINZX is a more actively managed with annual turnover of: 48.00 vs. OAKIX (32.00). OAKIX (0) and PINZX (0) have matching initial minimum investment requirements. OAKIX annual gain was more profitable for investors over the last year : 7.56 vs. PINZX (-0.02). OAKIX return over 5 years is better than : 77.74 vs. PINZX (59.27).
| OAKIX | PINZX | OAKIX / PINZX | |
| Total Expense Ratio | 1.05 | 0.89 | 118% |
| Annual Report Gross Expense Ratio | 1.05 | 0.91 | 115% |
| Fund Existence | 33 years | 17 years | - |
| Gain YTD | 12.835 | 13.617 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 1.23B | 1,098% |
| Annual Yield % from dividends | 2.21 | 4.45 | 50% |
| Returns for 1 year | 7.56 | -0.02 | -33,264% |
| Returns for 3 years | 27.88 | 16.85 | 166% |
| Returns for 5 years | 77.74 | 59.27 | 131% |
| Returns for 10 years | 19.81 | 18.77 | 106% |
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