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OAKIX vs SBIAX
OAKIX vs SBIAX Comparison
Open Charts OAKIX vs SBIAX
Oakmark International Investor
Price$26.76
Change+$0.34 (+1.29%)
VolumeN/A
Net Assets15.48B
Sterling Capital Behavioral Intl Eq A
Price$8.89
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets125.49M
OAKIX vs SBIAX Comparison Chart
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OAKIX vs. SBIAX commentary
Jan 31, 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 SBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 15.5B vs. SBIAX (125M). 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). OAKIX annual gain was more profitable for investors over the last year : 6.27 vs. SBIAX (-2.67). OAKIX return over 5 years is better than : 20.76 vs. SBIAX (11.11).
| 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 | 6.997 | -7.684 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 125M | 12,400% |
| Annual Yield % from dividends | 1.84 | 4.42 | 42% |
| Returns for 1 year | 6.27 | -2.67 | -235% |
| Returns for 3 years | -1.63 | 5.35 | -31% |
| Returns for 5 years | 20.76 | 11.11 | 187% |
| Returns for 10 years | 22.93 | 22.20 | 103% |
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