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OAKIX vs TRWAX
OAKIX vs TRWAX Comparison
Open Charts OAKIX vs TRWAX
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity A
Price$21.93
Change-$0.29 (-1.31%)
VolumeN/A
CapitalizationN/A
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OAKIX vs TRWAX Comparison Chart
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OAKIX vs. TRWAX commentary
Sep 21, 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 StrongBuy and TRWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. TRWAX (4.74B). TRWAX pays higher dividends than OAKIX: TRWAX (2.71) vs OAKIX (1.84). OAKIX was incepted earlier than TRWAX: OAKIX (32 years) vs TRWAX (14 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. TRWAX (16.00). OAKIX has a lower initial minimum investment than TRWAX: OAKIX (0) vs TRWAX (1000). TRWAX annual gain was more profitable for investors over the last year : 19.19 vs. OAKIX (6.45). TRWAX return over 5 years is better than : 39.42 vs. OAKIX (21.05).
| OAKIX | TRWAX | OAKIX / TRWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 0.261 | 9.925 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 4.74B | 382% |
| Annual Yield % from dividends | 1.84 | 2.71 | 68% |
| Returns for 1 year | 6.45 | 19.19 | 34% |
| Returns for 3 years | 0.80 | 10.63 | 8% |
| Returns for 5 years | 21.05 | 39.42 | 53% |
| Returns for 10 years | 14.25 | 34.50 | 41% |
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