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OAKIX vs SBIEX
OAKIX vs SBIEX Comparison
Open Charts OAKIX vs SBIEX
Oakmark International Investor
Price$26.50
Change-$0.37 (-1.38%)
VolumeN/A
CapitalizationN/A
ClearBridge International Value A
Price$10.97
Change-$0.24 (-2.14%)
VolumeN/A
CapitalizationN/A
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OAKIX vs SBIEX Comparison Chart
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OAKIX vs. SBIEX 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 SBIEX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. SBIEX (167M). SBIEX pays higher dividends than OAKIX: SBIEX (3.81) vs OAKIX (1.84). OAKIX was incepted earlier than SBIEX: OAKIX (32 years) vs SBIEX (39 years). OAKIX (27.00) and SBIEX (27.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than SBIEX: OAKIX (0) vs SBIEX (1000). SBIEX annual gain was more profitable for investors over the last year : 13.82 vs. OAKIX (5.27). SBIEX return over 5 years is better than : 46.07 vs. OAKIX (25.03).
| OAKIX | SBIEX | OAKIX / SBIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 39 years | - |
| Gain YTD | 0.112 | 9.687 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 167M | 10,838% |
| Annual Yield % from dividends | 1.84 | 3.81 | 48% |
| Returns for 1 year | 5.27 | 13.82 | 38% |
| Returns for 3 years | -4.71 | 12.23 | -39% |
| Returns for 5 years | 25.03 | 46.07 | 54% |
| Returns for 10 years | 11.57 | 20.13 | 57% |