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OAKIX vs SIDNX
OAKIX vs SIDNX Comparison
Open Charts OAKIX vs SIDNX
Oakmark International Investor
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
Hartford Schroders Intl Multi-Cp Val I
Price$11.49
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets2.2B
OAKIX vs SIDNX Comparison Chart
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OAKIX vs. SIDNX commentary
May 12, 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 SIDNX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. SIDNX (2.2B). SIDNX pays higher dividends than OAKIX: SIDNX (2.63) vs OAKIX (2.21). OAKIX was incepted earlier than SIDNX: OAKIX (33 years) vs SIDNX (19 years). OAKIX (1.05) is less costly to investors than SIDNX (0.87). SIDNX is a more actively managed with annual turnover of: 112.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than SIDNX: OAKIX (0) vs SIDNX (2000). SIDNX annual gain was more profitable for investors over the last year : 14.36 vs. OAKIX (7.95). OAKIX (79.44) and SIDNX (78.19) have equivalent 5 years return.
| OAKIX | SIDNX | OAKIX / SIDNX | |
| Total Expense Ratio | 1.05 | 0.87 | 121% |
| Annual Report Gross Expense Ratio | 1.05 | 0.87 | 121% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 13.914 | 15.499 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 2.2B | 614% |
| Annual Yield % from dividends | 2.21 | 2.63 | 84% |
| Returns for 1 year | 7.95 | 14.36 | 55% |
| Returns for 3 years | 28.49 | 36.40 | 78% |
| Returns for 5 years | 79.44 | 78.19 | 102% |
| Returns for 10 years | 21.44 | 55.13 | 39% |
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