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OAKIX vs TBCUX
OAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUX
Oakmark International Investor
Price$30.86
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets14.37B
Tweedy, Browne Intl Val II - Ccy UnH
Price$17.22
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets190.81M
OAKIX vs TBCUX Comparison Chart in %
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OAKIX vs. TBCUX commentary
Jul 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 StrongBuy and TBCUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. TBCUX (191M). OAKIX pays higher dividends than TBCUX: OAKIX (2.03) vs TBCUX (1.89). 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 : 20.77 vs. TBCUX (-1.16). OAKIX return over 5 years is better than : 67.07 vs. TBCUX (41.18).
| 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 | 23.391 | 22.737 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 191M | 7,539% |
| Annual Yield % from dividends | 2.03 | 1.89 | 107% |
| Returns for 1 year | 20.77 | -1.16 | -1,787% |
| Returns for 3 years | 41.26 | 23.00 | 179% |
| Returns for 5 years | 67.07 | 41.18 | 163% |
| Returns for 10 years | 37.11 | 43.41 | 85% |
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