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OAKIX vs SBIDX
OAKIX vs SBIDX Comparison
Open Charts OAKIX vs SBIDX
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
Sterling Capital Behavioral Intl Eq C
Price$10.56
Change-$0.08 (-0.75%)
VolumeN/A
CapitalizationN/A
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OAKIX vs SBIDX Comparison Chart
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OAKIX vs. SBIDX 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 SBIDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. SBIDX (134M). SBIDX pays higher dividends than OAKIX: SBIDX (3.74) vs OAKIX (1.84). OAKIX was incepted earlier than SBIDX: OAKIX (32 years) vs SBIDX (10 years). SBIDX is a more actively managed with annual turnover of: 86.05 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than SBIDX: OAKIX (0) vs SBIDX (1000). SBIDX annual gain was more profitable for investors over the last year : 18.18 vs. OAKIX (6.45). SBIDX return over 5 years is better than : 25.88 vs. OAKIX (21.05).
| OAKIX | SBIDX | OAKIX / SBIDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 0.261 | 10.345 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 134M | 13,507% |
| Annual Yield % from dividends | 1.84 | 3.74 | 49% |
| Returns for 1 year | 6.45 | 18.18 | 35% |
| Returns for 3 years | 0.80 | 17.56 | 5% |
| Returns for 5 years | 21.05 | 25.88 | 81% |
| Returns for 10 years | 14.25 | N/A | - |
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