OAKIX
Price
$24.90
Change
+$0.12 (+0.48%)
Updated
Dec 20 closing price
SAHMX
Price
$12.60
Change
+$0.03 (+0.24%)
Updated
Dec 20 closing price
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OAKIX vs SAHMX

Header iconOAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMXBanner chart's image
Oakmark International Investor
Price$24.90
Change+$0.12 (+0.48%)
VolumeN/A
CapitalizationN/A
SA International Value
Price$12.60
Change+$0.03 (+0.24%)
VolumeN/A
CapitalizationN/A
OAKIX vs SAHMX Comparison Chart
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OAKIX vs. SAHMX commentary
Dec 23, 2024

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 Hold.

FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.2B vs. SAHMX (513M). SAHMX pays higher dividends than OAKIX: SAHMX (3.25) vs OAKIX (1.84). OAKIX was incepted earlier than SAHMX: OAKIX (32 years) vs SAHMX (25 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 : 4.96 vs. OAKIX (-4.45). SAHMX return over 5 years is better than : 34.14 vs. OAKIX (6.34).
OAKIXSAHMXOAKIX / SAHMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years25 years-
Gain YTD-5.0243.792-132%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.2B513M3,158%
Annual Yield % from dividends1.843.2557%
Returns for 1 year-4.454.96-90%
Returns for 3 years-4.7519.61-24%
Returns for 5 years6.3434.1419%
Returns for 10 years13.6652.9426%
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