Interact to see
Advertisement
Advertisement
OAKIX vs SBIEX
OAKIX vs SBIEX Comparison
Open Charts OAKIX vs SBIEX
Oakmark International Investor
Price$30.91
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets14.37B
ClearBridge International Value A
Price$12.67
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets171.53M
OAKIX vs SBIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. SBIEX commentary
Jul 10, 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 StrongBuy and SBIEX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. SBIEX (172M). OAKIX pays higher dividends than SBIEX: OAKIX (2.03) vs SBIEX (1.73). OAKIX was incepted earlier than SBIEX: OAKIX (33 years) vs SBIEX (39 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 annual gain was more profitable for investors over the last year : 21.15 vs. SBIEX (17.86). SBIEX return over 5 years is better than : 88.88 vs. OAKIX (66.32).
| 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 | 39 years | - |
| Gain YTD | 23.591 | 22.834 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 172M | 8,372% |
| Annual Yield % from dividends | 2.03 | 1.73 | 117% |
| Returns for 1 year | 21.15 | 17.86 | 118% |
| Returns for 3 years | 42.43 | 57.08 | 74% |
| Returns for 5 years | 66.32 | 88.88 | 75% |
| Returns for 10 years | 35.00 | 48.20 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement