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OAKIX vs SVXCX
OAKIX vs SVXCX Comparison
Open Charts OAKIX vs SVXCX
Oakmark International Investor
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
Smead International Value C
Price$54.49
Change+$0.56 (+1.04%)
VolumeN/A
Net Assets160.2M
OAKIX vs SVXCX Comparison Chart
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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. SVXCX (160M). OAKIX pays higher dividends than SVXCX: OAKIX (2.21) vs SVXCX (2.08). OAKIX was incepted earlier than SVXCX: OAKIX (33 years) vs SVXCX (10 years). SVXCX (2.17) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. SVXCX (27.92). OAKIX has a lower initial minimum investment than SVXCX: OAKIX (0) vs SVXCX (25000). OAKIX annual gain was more profitable for investors over the last year : 7.95 vs. SVXCX (-2.39).
| OAKIX | SVXCX | OAKIX / SVXCX | |
| Total Expense Ratio | 1.05 | 2.00 | 53% |
| Annual Report Gross Expense Ratio | 1.05 | 2.17 | 48% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 13.914 | 7.454 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 25000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 160M | 8,438% |
| Annual Yield % from dividends | 2.21 | 2.08 | 106% |
| Returns for 1 year | 7.95 | -2.39 | -333% |
| Returns for 3 years | 28.49 | 24.76 | 115% |
| Returns for 5 years | 79.44 | N/A | - |
| Returns for 10 years | 21.44 | N/A | - |