OAKIX
Price
$26.91
Change
-$0.42 (-1.54%)
Updated
Sep 20 closing price
SBIIX
Price
$10.56
Change
-$0.09 (-0.85%)
Updated
Sep 20 closing price
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OAKIX vs SBIIX

Header iconOAKIX vs SBIIX Comparison
Open Charts OAKIX vs SBIIXBanner chart's image
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
Sterling Capital Behavioral Intl Eq Inst
Price$10.56
Change-$0.09 (-0.85%)
VolumeN/A
CapitalizationN/A
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OAKIX vs SBIIX Comparison Chart
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VS
OAKIX vs. SBIIX 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 SBIIX is a StrongBuy.

FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. SBIIX (134M). SBIIX pays higher dividends than OAKIX: SBIIX (4.66) vs OAKIX (1.84). OAKIX was incepted earlier than SBIIX: OAKIX (32 years) vs SBIIX (10 years). SBIIX is a more actively managed with annual turnover of: 86.05 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than SBIIX: OAKIX (0) vs SBIIX (1000000). SBIIX annual gain was more profitable for investors over the last year : 19.17 vs. OAKIX (6.45). SBIIX return over 5 years is better than : 32.27 vs. OAKIX (21.05).
OAKIXSBIIXOAKIX / SBIIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years10 years-
Gain YTD0.26111.1582%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.1B134M13,507%
Annual Yield % from dividends1.844.6640%
Returns for 1 year6.4519.1734%
Returns for 3 years0.8021.064%
Returns for 5 years21.0532.2765%
Returns for 10 years14.25N/A-
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