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OAKIX vs TBCUX
OAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUX
Oakmark International Investor
Price$29.81
Change-$0.42 (-1.39%)
VolumeN/A
Net Assets14.15B
Tweedy, Browne Intl Val II - Ccy UnH
Price$16.80
Change-$0.19 (-1.12%)
VolumeN/A
Net Assets185.93M
OAKIX vs TBCUX Comparison Chart
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OAKIX vs. TBCUX commentary
Jun 15, 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 TBCUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. TBCUX (186M). OAKIX pays higher dividends than TBCUX: OAKIX (2.09) vs TBCUX (1.93). OAKIX was incepted earlier than TBCUX: OAKIX (33 years) vs TBCUX (16 years). TBCUX (1.40) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. TBCUX (13.00). OAKIX has a lower initial minimum investment than TBCUX: OAKIX (0) vs TBCUX (2500). OAKIX annual gain was more profitable for investors over the last year : 16.08 vs. TBCUX (-3.41). OAKIX return over 5 years is better than : 66.13 vs. TBCUX (38.26).
| OAKIX | TBCUX | OAKIX / TBCUX | |
| Total Expense Ratio | 1.05 | 1.39 | 76% |
| Annual Report Gross Expense Ratio | 1.05 | 1.40 | 75% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 19.192 | 19.743 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 186M | 7,581% |
| Annual Yield % from dividends | 2.09 | 1.93 | 108% |
| Returns for 1 year | 16.08 | -3.41 | -472% |
| Returns for 3 years | 36.10 | 20.65 | 175% |
| Returns for 5 years | 66.13 | 38.26 | 173% |
| Returns for 10 years | 29.72 | 36.56 | 81% |
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