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OAKIX vs TBCUX
OAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUX
Oakmark International Investor
Price$31.45
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets14.56B
Tweedy, Browne Intl Val II - Ccy UnH
Price$16.97
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets183.58M
OAKIX vs TBCUX Comparison Chart in %
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OAKIX vs. TBCUX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. TBCUX (184M). OAKIX (1.95) and TBCUX (1.87) have matching dividends . OAKIX was incepted earlier than TBCUX: OAKIX (33 years) vs TBCUX (16 years). TBCUX (1.43) 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 : 18.03 vs. TBCUX (-2.64). OAKIX return over 5 years is better than : 64.79 vs. TBCUX (36.40).
| OAKIX | TBCUX | OAKIX / TBCUX | |
| Total Expense Ratio | 1.05 | 1.42 | 74% |
| Annual Report Gross Expense Ratio | 1.05 | 1.43 | 73% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 25.750 | 21.383 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 184M | 7,935% |
| Annual Yield % from dividends | 1.95 | 1.87 | 105% |
| Returns for 1 year | 18.03 | -2.64 | -684% |
| Returns for 3 years | 68.42 | 34.24 | 200% |
| Returns for 5 years | 64.79 | 36.40 | 178% |
| Returns for 10 years | 47.23 | 44.00 | 107% |
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