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OAKIX vs TBCUX
OAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUX
Oakmark International Investor
Price$24.84
Change-$1.56 (-5.91%)
VolumeN/A
Net Assets13.3B
Tweedy, Browne Intl Val II - Ccy UnH
Price$14.34
Change-$0.79 (-5.22%)
VolumeN/A
Net Assets171.21M
OAKIX vs TBCUX Comparison Chart
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OAKIX vs. TBCUX commentary
Apr 07, 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: 13.3B vs. TBCUX (171M). OAKIX pays higher dividends than TBCUX: OAKIX (2.28) vs TBCUX (2.08). OAKIX was incepted earlier than TBCUX: OAKIX (33 years) vs TBCUX (15 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 : -4.97 vs. TBCUX (-16.38). OAKIX return over 5 years is better than : 81.97 vs. TBCUX (36.97).
| 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 | 15 years | - |
| Gain YTD | -0.680 | 2.210 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 171M | 7,778% |
| Annual Yield % from dividends | 2.28 | 2.08 | 110% |
| Returns for 1 year | -4.97 | -16.38 | 30% |
| Returns for 3 years | 1.74 | -6.82 | -26% |
| Returns for 5 years | 81.97 | 36.97 | 222% |
| Returns for 10 years | 6.05 | 14.95 | 40% |
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