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OAKIX vs SAHMX
OAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMX
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
SA International Value
Price$14.02
Change-$0.09 (-0.64%)
VolumeN/A
CapitalizationN/A
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OAKIX vs SAHMX Comparison Chart
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OAKIX vs. SAHMX commentary
Sep 21, 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 StrongBuy and SAHMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. SAHMX (567M). 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 : 15.92 vs. OAKIX (6.45). SAHMX return over 5 years is better than : 52.19 vs. OAKIX (21.05).
| OAKIX | SAHMX | OAKIX / SAHMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 0.261 | 11.535 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 567M | 3,192% |
| Annual Yield % from dividends | 1.84 | 3.25 | 57% |
| Returns for 1 year | 6.45 | 15.92 | 40% |
| Returns for 3 years | 0.80 | 29.76 | 3% |
| Returns for 5 years | 21.05 | 52.19 | 40% |
| Returns for 10 years | 14.25 | 53.97 | 26% |
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