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OAKIX vs PZINX
OAKIX vs PZINX Comparison
Open Charts OAKIX vs PZINX
Oakmark International Investor
Price$30.96
Change-$0.64 (-2.03%)
VolumeN/A
Net Assets14.38B
Pzena International Value Instl
Price$13.04
Change-$0.24 (-1.81%)
VolumeN/A
Net Assets123.21M
OAKIX vs PZINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. PZINX (123M). PZINX pays higher dividends than OAKIX: PZINX (2.47) vs OAKIX (1.94). OAKIX was incepted earlier than PZINX: OAKIX (33 years) vs PZINX (4 years). OAKIX (1.05) is less costly to investors than PZINX (0.99). OAKIX is a more actively managed with annual turnover of: 32.00 vs. PZINX (21.00). OAKIX has a lower initial minimum investment than PZINX: OAKIX (0) vs PZINX (1000000). PZINX annual gain was more profitable for investors over the last year : 25.60 vs. OAKIX (23.81).
| OAKIX | PZINX | OAKIX / PZINX | |
| Total Expense Ratio | 1.05 | 0.74 | 142% |
| Annual Report Gross Expense Ratio | 1.05 | 0.99 | 106% |
| Fund Existence | 33 years | 4 years | - |
| Gain YTD | 23.790 | 31.746 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 123M | 11,707% |
| Annual Yield % from dividends | 1.94 | 2.47 | 79% |
| Returns for 1 year | 23.81 | 25.60 | 93% |
| Returns for 3 years | 37.91 | 62.16 | 61% |
| Returns for 5 years | 37.14 | N/A | - |
| Returns for 10 years | 45.38 | N/A | - |
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