OAKIX
Price
$27.51
Change
+$0.25 (+0.92%)
Updated
Mar 3 closing price
Net Assets
14.74B
SAHMX
Price
$14.10
Change
+$0.18 (+1.29%)
Updated
Mar 3 closing price
Net Assets
558.41M
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OAKIX vs SAHMX

Header iconOAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMXBanner chart's image
Oakmark International Investor
Price$27.51
Change+$0.25 (+0.92%)
VolumeN/A
Net Assets14.74B
SA International Value
Price$14.10
Change+$0.18 (+1.29%)
VolumeN/A
Net Assets558.41M
OAKIX vs SAHMX Comparison Chart
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OAKIX vs. SAHMX commentary
Mar 04, 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 SAHMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.7B vs. SAHMX (558M). SAHMX pays higher dividends than OAKIX: SAHMX (3.25) vs OAKIX (1.84). OAKIX was incepted earlier than SAHMX: OAKIX (32 years) vs SAHMX (26 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. SAHMX (11.00). 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 : 12.43 vs. OAKIX (6.48). SAHMX return over 5 years is better than : 69.34 vs. OAKIX (36.07).
OAKIXSAHMXOAKIX / SAHMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years26 years-
Gain YTD9.9968.750114%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.7B558M2,634%
Annual Yield % from dividends1.843.2557%
Returns for 1 year6.4812.4352%
Returns for 3 years20.7834.4360%
Returns for 5 years36.0769.3452%
Returns for 10 years20.2063.9532%
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