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OAKIX vs PZVNX
OAKIX vs PZVNX Comparison
Open Charts OAKIX vs PZVNX
Oakmark International Investor
Price$30.82
Change-$0.14 (-0.45%)
VolumeN/A
Net Assets14.38B
Pzena International Value Investor
Price$12.94
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets120.98M
OAKIX vs PZVNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. PZVNX (121M). PZVNX pays higher dividends than OAKIX: PZVNX (2.27) vs OAKIX (1.94). OAKIX was incepted earlier than PZVNX: OAKIX (33 years) vs PZVNX (4 years). PZVNX (1.34) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. PZVNX (21.00). OAKIX has a lower initial minimum investment than PZVNX: OAKIX (0) vs PZVNX (5000). PZVNX (23.88) and OAKIX (23.88) have marching annual gain over last year.
| OAKIX | PZVNX | OAKIX / PZVNX | |
| Total Expense Ratio | 1.05 | 1.09 | 96% |
| Annual Report Gross Expense Ratio | 1.05 | 1.34 | 78% |
| Fund Existence | 33 years | 4 years | - |
| Gain YTD | 23.231 | 28.968 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 121M | 11,901% |
| Annual Yield % from dividends | 1.94 | 2.27 | 85% |
| Returns for 1 year | 23.88 | 23.88 | 100% |
| Returns for 3 years | 37.28 | 58.33 | 64% |
| Returns for 5 years | 35.90 | N/A | - |
| Returns for 10 years | 44.72 | N/A | - |
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