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OAKIX vs SBIEX
OAKIX vs SBIEX Comparison
Open Charts OAKIX vs SBIEX
Oakmark International Investor
Price$31.58
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets14.33B
ClearBridge International Value A
Price$13.17
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets182.07M
OAKIX vs SBIEX Comparison Chart in %
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OAKIX vs. SBIEX commentary
Sep 18, 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 SBIEX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. SBIEX (182M). OAKIX pays higher dividends than SBIEX: OAKIX (1.99) vs SBIEX (1.69). OAKIX was incepted earlier than SBIEX: OAKIX (33 years) vs SBIEX (40 years). SBIEX (1.47) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. SBIEX (25.00). OAKIX has a lower initial minimum investment than SBIEX: OAKIX (0) vs SBIEX (1000). OAKIX (20.59) and SBIEX (20.12) have marching annual gain over last year. SBIEX return over 5 years is better than : 86.32 vs. OAKIX (61.25).
| OAKIX | SBIEX | OAKIX / SBIEX | |
| Total Expense Ratio | 1.05 | 1.29 | 81% |
| Annual Report Gross Expense Ratio | 1.05 | 1.47 | 71% |
| Fund Existence | 33 years | 40 years | - |
| Gain YTD | 26.269 | 29.669 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 182M | 7,857% |
| Annual Yield % from dividends | 1.99 | 1.69 | 118% |
| Returns for 1 year | 20.59 | 20.12 | 102% |
| Returns for 3 years | 53.30 | 65.27 | 82% |
| Returns for 5 years | 61.25 | 86.32 | 71% |
| Returns for 10 years | 51.38 | 69.40 | 74% |
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