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OAKIX vs TBCUX
OAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUX
Oakmark International Investor
Price$31.03
Change+$0.32 (+1.04%)
VolumeN/A
Net Assets14.33B
Tweedy, Browne Intl Val II - Ccy UnH
Price$17.19
Change+$0.18 (+1.06%)
VolumeN/A
Net Assets187.5M
OAKIX vs TBCUX Comparison Chart in %
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OAKIX vs. TBCUX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. TBCUX (187M). OAKIX pays higher dividends than TBCUX: OAKIX (1.99) vs TBCUX (1.90). 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 : 18.23 vs. TBCUX (-3.18). OAKIX return over 5 years is better than : 56.33 vs. TBCUX (36.06).
| 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 | 24.070 | 22.523 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 187M | 7,647% |
| Annual Yield % from dividends | 1.99 | 1.90 | 105% |
| Returns for 1 year | 18.23 | -3.18 | -572% |
| Returns for 3 years | 51.83 | 28.15 | 184% |
| Returns for 5 years | 56.33 | 36.06 | 156% |
| Returns for 10 years | 49.01 | 49.40 | 99% |
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