OAKIX
Price
$31.27
Change
-$0.63 (-1.97%)
Updated
Oct 10 closing price
Net Assets
14.56B
SAHMX
Price
$16.68
Change
-$0.17 (-1.01%)
Updated
Oct 10 closing price
Net Assets
590.61M
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OAKIX vs SAHMX

Header iconOAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMXBanner chart's image
Oakmark International Investor
Price$31.27
Change-$0.63 (-1.97%)
VolumeN/A
Net Assets14.56B
SA International Value
Price$16.68
Change-$0.17 (-1.01%)
VolumeN/A
Net Assets590.61M
OAKIX vs SAHMX Comparison Chart in %
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OAKIX vs. SAHMX commentary
Oct 11, 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 Hold.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. SAHMX (591M). SAHMX pays higher dividends than OAKIX: SAHMX (2.69) vs OAKIX (1.95). 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 : 24.98 vs. OAKIX (19.71). SAHMX return over 5 years is better than : 114.53 vs. OAKIX (60.03).
OAKIXSAHMXOAKIX / SAHMX
Total Expense Ratio1.050.90117%
Annual Report Gross Expense Ratio1.050.91115%
Fund Existence33 years26 years-
Gain YTD27.54931.64187%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.6B591M2,470%
Annual Yield % from dividends1.952.6972%
Returns for 1 year19.7124.9879%
Returns for 3 years71.5491.5678%
Returns for 5 years60.03114.5352%
Returns for 10 years49.34111.7744%
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