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OAKIX vs STRCX
OAKIX vs STRCX Comparison
Open Charts OAKIX vs STRCX
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
Sterling Capital Behavioral Intl Eq R6
Price$10.57
Change-$0.09 (-0.84%)
VolumeN/A
CapitalizationN/A
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OAKIX vs STRCX Comparison Chart
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OAKIX vs. STRCX 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 Buy and STRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. STRCX (134M). STRCX pays higher dividends than OAKIX: STRCX (4.70) vs OAKIX (1.84). OAKIX was incepted earlier than STRCX: OAKIX (32 years) vs STRCX (7 years). STRCX is a more actively managed with annual turnover of: 86.05 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than STRCX: OAKIX (0) vs STRCX (10000000). STRCX annual gain was more profitable for investors over the last year : 16.72 vs. OAKIX (4.96). STRCX return over 5 years is better than : 31.12 vs. OAKIX (20.47).
| OAKIX | STRCX | OAKIX / STRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | -0.224 | 9.989 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 134M | 13,507% |
| Annual Yield % from dividends | 1.84 | 4.70 | 39% |
| Returns for 1 year | 4.96 | 16.72 | 30% |
| Returns for 3 years | -1.86 | 18.04 | -10% |
| Returns for 5 years | 20.47 | 31.12 | 66% |
| Returns for 10 years | 11.84 | N/A | - |
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