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OAKIX vs TBCUX
OAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUX
Oakmark International Investor
Price$25.97
Change+$0.21 (+0.82%)
VolumeN/A
Net Assets15.48B
Tweedy, Browne Intl Val II - Ccy UnH
Price$14.38
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets201.99M
OAKIX vs TBCUX Comparison Chart
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OAKIX vs. TBCUX commentary
Jan 24, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 15.5B vs. TBCUX (202M). 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 : 2.69 vs. TBCUX (-13.02). OAKIX return over 5 years is better than : 14.04 vs. TBCUX (-0.58).
| 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 | 3.838 | 2.495 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 202M | 7,673% |
| Annual Yield % from dividends | 1.84 | 1.70 | 109% |
| Returns for 1 year | 2.69 | -13.02 | -21% |
| Returns for 3 years | -3.45 | -9.45 | 37% |
| Returns for 5 years | 14.04 | -0.58 | -2,423% |
| Returns for 10 years | 19.51 | 19.24 | 101% |