OAKIX
Price
$30.44
Change
+$0.44 (+1.47%)
Updated
Jun 27 closing price
Net Assets
14.15B
SAHMX
Price
$15.64
Change
+$0.11 (+0.71%)
Updated
Jun 27 closing price
Net Assets
571.31M
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OAKIX vs SAHMX

Header iconOAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMXBanner chart's image
Oakmark International Investor
Price$30.44
Change+$0.44 (+1.47%)
VolumeN/A
Net Assets14.15B
SA International Value
Price$15.64
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets571.31M
OAKIX vs SAHMX Comparison Chart in %
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OAKIX vs. SAHMX commentary
Jun 28, 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.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. SAHMX (571M). SAHMX pays higher dividends than OAKIX: SAHMX (3.00) vs OAKIX (2.09). 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 (21.45) and OAKIX (20.83) have marching annual gain over last year. SAHMX return over 5 years is better than : 110.72 vs. OAKIX (70.99).
OAKIXSAHMXOAKIX / SAHMX
Total Expense Ratio1.050.90117%
Annual Report Gross Expense Ratio1.050.91115%
Fund Existence33 years26 years-
Gain YTD21.71121.328102%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.1B571M2,469%
Annual Yield % from dividends2.093.0070%
Returns for 1 year20.8321.4597%
Returns for 3 years36.5855.3566%
Returns for 5 years70.99110.7264%
Returns for 10 years33.8779.6942%
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