OAKIX
Price
$26.74
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
SBIEX
Price
$10.71
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Compare predictions OAKIX vs SBIEX

Header iconOAKIX vs SBIEX Comparison
Open Charts OAKIX vs SBIEXBanner chart's image
Oakmark International Investor
Price$26.74
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
ClearBridge International Value A
Price$10.71
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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OAKIX vs SBIEX Comparison Chart

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VS
OAKIX vs. SBIEX commentary
Apr 14, 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 Hold and SBIEX is a Hold.

FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 20B vs. SBIEX (168M). SBIEX pays higher dividends than OAKIX: SBIEX (3.81) vs OAKIX (1.84). OAKIX was incepted earlier than SBIEX: OAKIX (32 years) vs SBIEX (38 years). SBIEX (1.45) is less costly to investors than OAKIX (1.05). 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). OAKIX IRA initial investment is lower compared to SBIEX: OAKIX (1000) vs SBIEX (250). SBIEX annual gain was more profitable for investors over the last year : 10.58 vs. OAKIX (3.96). SBIEX return over 5 years is better than : 27.17 vs. OAKIX (24.82).
OAKIXSBIEXOAKIX / SBIEX
Total Expense Ratio1.051.2683%
Annual Report Gross Expense Ratio1.051.4572%
Fund Existence32 years38 years-
Gain YTD-0.3734.795-8%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRA1000250400%
Net Assets20B168M11,905%
Annual Yield % from dividends1.843.8148%
Returns for 1 year3.9610.5837%
Returns for 3 years-1.2810.72-12%
Returns for 5 years24.8227.1791%
Returns for 10 years11.5312.1895%
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