Ad is loading...
OAKIX vs SMINX
OAKIX vs SMINX Comparison
Open Charts OAKIX vs SMINX
Oakmark International Investor
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
SEI Tax-Managed Intl Mgd Vol F (SIMT)
Price$12.32
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets223.74M
OAKIX vs SMINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. SMINX commentary
May 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 Hold and SMINX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. SMINX (224M). SMINX pays higher dividends than OAKIX: SMINX (4.23) vs OAKIX (2.21). OAKIX was incepted earlier than SMINX: OAKIX (33 years) vs SMINX (9 years). SMINX (1.35) is less costly to investors than OAKIX (1.05). SMINX is a more actively managed with annual turnover of: 59.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than SMINX: OAKIX (0) vs SMINX (100000). SMINX annual gain was more profitable for investors over the last year : 17.07 vs. OAKIX (7.95). OAKIX return over 5 years is better than : 79.44 vs. SMINX (54.97).
| OAKIX | SMINX | OAKIX / SMINX | |
| Total Expense Ratio | 1.05 | 1.11 | 95% |
| Annual Report Gross Expense Ratio | 1.05 | 1.35 | 78% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 13.914 | 15.291 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 224M | 6,027% |
| Annual Yield % from dividends | 2.21 | 4.23 | 52% |
| Returns for 1 year | 7.95 | 17.07 | 47% |
| Returns for 3 years | 28.49 | 35.42 | 80% |
| Returns for 5 years | 79.44 | 54.97 | 145% |
| Returns for 10 years | 21.44 | N/A | - |