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OAKIX vs SAHMX
OAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMX
Oakmark International Investor
Price$26.01
Change+$0.72 (+2.85%)
VolumeN/A
Net Assets13.3B
SA International Value
Price$13.35
Change+$0.11 (+0.83%)
VolumeN/A
Net Assets519.22M
OAKIX vs SAHMX Comparison Chart
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OAKIX vs. SAHMX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.3B vs. SAHMX (519M). SAHMX pays higher dividends than OAKIX: SAHMX (3.23) vs OAKIX (2.28). 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 : 2.23 vs. OAKIX (0.07). SAHMX return over 5 years is better than : 96.66 vs. OAKIX (65.59).
| 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 | 3.998 | 3.437 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 519M | 2,563% |
| Annual Yield % from dividends | 2.28 | 3.23 | 71% |
| Returns for 1 year | 0.07 | 2.23 | 3% |
| Returns for 3 years | 9.59 | 22.36 | 43% |
| Returns for 5 years | 65.59 | 96.66 | 68% |
| Returns for 10 years | 11.09 | 51.32 | 22% |
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