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OAKIX vs SBIAX
OAKIX vs SBIAX Comparison
Open Charts OAKIX vs SBIAX
Oakmark International Investor
Price$26.50
Change-$0.37 (-1.38%)
VolumeN/A
CapitalizationN/A
Sterling Capital Behavioral Intl Eq A
Price$10.29
Change-$0.17 (-1.63%)
VolumeN/A
CapitalizationN/A
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OAKIX vs SBIAX Comparison Chart
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OAKIX vs. SBIAX commentary
Sep 08, 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 SBIAX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. SBIAX (130M). SBIAX pays higher dividends than OAKIX: SBIAX (4.42) vs OAKIX (1.84). OAKIX was incepted earlier than SBIAX: OAKIX (32 years) vs SBIAX (10 years). SBIAX is a more actively managed with annual turnover of: 86.05 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than SBIAX: OAKIX (0) vs SBIAX (1000). SBIAX annual gain was more profitable for investors over the last year : 18.90 vs. OAKIX (5.27). SBIAX return over 5 years is better than : 33.03 vs. OAKIX (25.03).
| OAKIX | SBIAX | OAKIX / SBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 0.112 | 9.989 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 130M | 13,923% |
| Annual Yield % from dividends | 1.84 | 4.42 | 42% |
| Returns for 1 year | 5.27 | 18.90 | 28% |
| Returns for 3 years | -4.71 | 15.15 | -31% |
| Returns for 5 years | 25.03 | 33.03 | 76% |
| Returns for 10 years | 11.57 | N/A | - |
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