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OAKIX vs TBCUX
OAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUX
Oakmark International Investor
Price$24.90
Change+$0.12 (+0.48%)
VolumeN/A
CapitalizationN/A
Tweedy, Browne Intl Val II - Ccy UnH
Price$13.96
Change+$0.03 (+0.22%)
VolumeN/A
CapitalizationN/A
OAKIX vs TBCUX Comparison Chart
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OAKIX vs. TBCUX commentary
Dec 23, 2024
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: 16.2B vs. TBCUX (209M). 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 : -4.45 vs. TBCUX (-15.21). OAKIX return over 5 years is better than : 6.34 vs. TBCUX (-3.55).
| 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 | -5.024 | -16.152 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 209M | 7,751% |
| Annual Yield % from dividends | 1.84 | 1.70 | 109% |
| Returns for 1 year | -4.45 | -15.21 | 29% |
| Returns for 3 years | -4.75 | -10.44 | 45% |
| Returns for 5 years | 6.34 | -3.55 | -179% |
| Returns for 10 years | 13.66 | 15.32 | 89% |
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