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OAKIX vs TBCUX
OAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUX
Oakmark International Investor
Price$27.60
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets13.3B
Tweedy, Browne Intl Val II - Ccy UnH
Price$15.49
Change-$0.09 (-0.58%)
VolumeN/A
Net Assets176.42M
OAKIX vs TBCUX Comparison Chart
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OAKIX vs. TBCUX commentary
Apr 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.3B vs. TBCUX (176M). OAKIX pays higher dividends than TBCUX: OAKIX (2.28) vs TBCUX (2.08). 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 : 8.22 vs. TBCUX (-8.52). OAKIX return over 5 years is better than : 82.39 vs. TBCUX (37.13).
| 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 | 10.356 | 10.406 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 176M | 7,557% |
| Annual Yield % from dividends | 2.28 | 2.08 | 110% |
| Returns for 1 year | 8.22 | -8.52 | -96% |
| Returns for 3 years | 20.93 | 5.65 | 370% |
| Returns for 5 years | 82.39 | 37.13 | 222% |
| Returns for 10 years | 16.59 | 21.89 | 76% |
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