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OAKIX vs TBCUX
OAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUX
Oakmark International Investor
Price$29.23
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets13.49B
Tweedy, Browne Intl Val II - Ccy UnH
Price$16.31
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets182.96M
OAKIX vs TBCUX Comparison Chart
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OAKIX vs. TBCUX commentary
May 23, 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 StrongBuy and TBCUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. TBCUX (183M). OAKIX pays higher dividends than TBCUX: OAKIX (2.21) vs TBCUX (2.02). OAKIX was incepted earlier than TBCUX: OAKIX (33 years) vs TBCUX (16 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 : 9.81 vs. TBCUX (-7.91). OAKIX return over 5 years is better than : 85.53 vs. TBCUX (44.27).
| 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 | 16 years | - |
| Gain YTD | 16.873 | 16.536 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 183M | 7,377% |
| Annual Yield % from dividends | 2.21 | 2.02 | 109% |
| Returns for 1 year | 9.81 | -7.91 | -124% |
| Returns for 3 years | 23.75 | 11.66 | 204% |
| Returns for 5 years | 85.53 | 44.27 | 193% |
| Returns for 10 years | 22.94 | 29.00 | 79% |
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