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OAKIX vs SAHMX
OAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMX
Oakmark International Investor
Price$29.16
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets13.49B
SA International Value
Price$15.13
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets570.38M
OAKIX vs SAHMX Comparison Chart
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OAKIX vs. SAHMX commentary
May 24, 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 StrongBuy and SAHMX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. SAHMX (570M). SAHMX pays higher dividends than OAKIX: SAHMX (3.15) vs OAKIX (2.21). 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 : 14.81 vs. OAKIX (9.81). SAHMX return over 5 years is better than : 125.19 vs. OAKIX (85.53).
| OAKIX | SAHMX | OAKIX / SAHMX | |
| Total Expense Ratio | 1.05 | 0.90 | 117% |
| Annual Report Gross Expense Ratio | 1.05 | 0.91 | 115% |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | 16.873 | 18.594 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 570M | 2,368% |
| Annual Yield % from dividends | 2.21 | 3.15 | 70% |
| Returns for 1 year | 9.81 | 14.81 | 66% |
| Returns for 3 years | 23.75 | 41.58 | 57% |
| Returns for 5 years | 85.53 | 125.19 | 68% |
| Returns for 10 years | 22.94 | 67.23 | 34% |
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