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OAKIX vs TBCUX
OAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUX
Oakmark International Investor
Price$30.82
Change-$0.14 (-0.45%)
VolumeN/A
Net Assets14.38B
Tweedy, Browne Intl Val II - Ccy UnH
Price$16.97
Change-$0.07 (-0.41%)
VolumeN/A
Net Assets180.71M
OAKIX vs TBCUX Comparison Chart in %
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OAKIX vs. TBCUX commentary
Nov 20, 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: 14.4B vs. TBCUX (181M). OAKIX (1.94) 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 : 23.88 vs. TBCUX (2.35). OAKIX return over 5 years is better than : 35.90 vs. TBCUX (23.36).
| 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 | 23.231 | 21.454 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 181M | 7,956% |
| Annual Yield % from dividends | 1.94 | 1.87 | 103% |
| Returns for 1 year | 23.88 | 2.35 | 1,017% |
| Returns for 3 years | 37.28 | 18.51 | 201% |
| Returns for 5 years | 35.90 | 23.36 | 154% |
| Returns for 10 years | 44.72 | 45.90 | 97% |
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