OAKIX
Price
$31.06
Change
+$0.11 (+0.36%)
Updated
Aug 28 closing price
Net Assets
14.09B
SAHMX
Price
$16.70
Change
+$0.08 (+0.48%)
Updated
Aug 28 closing price
Net Assets
600.7M
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OAKIX vs SAHMX

Header iconOAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMXBanner chart's image
Oakmark International Investor
Price$31.06
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets14.09B
SA International Value
Price$16.70
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets600.7M
OAKIX vs SAHMX Comparison Chart in %
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OAKIX vs. SAHMX commentary
Aug 29, 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 Buy and SAHMX is a Buy.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. SAHMX (601M). SAHMX pays higher dividends than OAKIX: SAHMX (2.90) vs OAKIX (2.05). OAKIX was incepted earlier than SAHMX: OAKIX (33 years) vs SAHMX (26 years). OAKIX (1.05) is less costly to investors than SAHMX (0.91). OAKIX is a more actively managed with annual turnover of: 32.00 vs. SAHMX (12.00). OAKIX has a lower initial minimum investment than SAHMX: OAKIX (0) vs SAHMX (100000). SAHMX annual gain was more profitable for investors over the last year : 23.01 vs. OAKIX (17.68). SAHMX return over 5 years is better than : 109.33 vs. OAKIX (55.37).
OAKIXSAHMXOAKIX / SAHMX
Total Expense Ratio1.050.90117%
Annual Report Gross Expense Ratio1.050.91115%
Fund Existence33 years26 years-
Gain YTD24.19029.84481%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.1B601M2,346%
Annual Yield % from dividends2.052.9071%
Returns for 1 year17.6823.0177%
Returns for 3 years48.9769.7670%
Returns for 5 years55.37109.3351%
Returns for 10 years47.26109.4843%
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