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OAKIX vs SBIIX
OAKIX vs SBIIX Comparison
Open Charts OAKIX vs SBIIX
Oakmark International Investor
Price$25.76
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets15.48B
Sterling Capital Behavioral Intl Eq Inst
Price$8.88
Change-$0.71 (-7.40%)
VolumeN/A
Net Assets125.49M
OAKIX vs SBIIX Comparison Chart
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OAKIX vs. SBIIX commentary
Jan 23, 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 SBIIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 15.5B vs. SBIIX (125M). 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). OAKIX annual gain was more profitable for investors over the last year : 2.94 vs. SBIIX (-1.70). OAKIX return over 5 years is better than : 13.11 vs. SBIIX (9.21).
| OAKIX | SBIIX | OAKIX / SBIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 2.999 | -7.692 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 125M | 12,400% |
| Annual Yield % from dividends | 1.84 | 4.66 | 40% |
| Returns for 1 year | 2.94 | -1.70 | -173% |
| Returns for 3 years | -5.81 | 5.70 | -102% |
| Returns for 5 years | 13.11 | 9.21 | 142% |
| Returns for 10 years | 19.46 | 26.08 | 75% |
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