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OAKIX vs TBCUX
OAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUX
Oakmark International Investor
Price$27.22
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
Tweedy, Browne Intl Val II - Ccy UnH
Price$14.96
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets190.8M
OAKIX vs TBCUX Comparison Chart
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OAKIX vs. TBCUX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.8B vs. TBCUX (191M). OAKIX pays higher dividends than TBCUX: OAKIX (1.84) vs TBCUX (1.70). OAKIX was incepted earlier than TBCUX: OAKIX (32 years) vs TBCUX (15 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. TBCUX (11.00). 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 : 5.76 vs. TBCUX (-11.04). OAKIX return over 5 years is better than : 21.18 vs. TBCUX (6.58).
| OAKIX | TBCUX | OAKIX / TBCUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 8.836 | 6.629 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 191M | 7,749% |
| Annual Yield % from dividends | 1.84 | 1.70 | 109% |
| Returns for 1 year | 5.76 | -11.04 | -52% |
| Returns for 3 years | 2.33 | -5.24 | -44% |
| Returns for 5 years | 21.18 | 6.58 | 322% |
| Returns for 10 years | 17.69 | 21.69 | 82% |
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