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OAKIX vs TRWFX
OAKIX vs TRWFX Comparison
Open Charts OAKIX vs TRWFX
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity R4
Price$22.48
Change-$0.30 (-1.32%)
VolumeN/A
CapitalizationN/A
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OAKIX vs TRWFX Comparison Chart
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OAKIX vs. TRWFX 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 TRWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. TRWFX (4.74B). TRWFX pays higher dividends than OAKIX: TRWFX (2.88) vs OAKIX (1.84). OAKIX was incepted earlier than TRWFX: OAKIX (32 years) vs TRWFX (8 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. TRWFX (16.00). OAKIX has a lower initial minimum investment than TRWFX: OAKIX (0) vs TRWFX (5000). TRWFX annual gain was more profitable for investors over the last year : 19.43 vs. OAKIX (6.45). TRWFX return over 5 years is better than : 40.59 vs. OAKIX (21.05).
| OAKIX | TRWFX | OAKIX / TRWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 0.261 | 10.088 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 4.74B | 382% |
| Annual Yield % from dividends | 1.84 | 2.88 | 64% |
| Returns for 1 year | 6.45 | 19.43 | 33% |
| Returns for 3 years | 0.80 | 11.57 | 7% |
| Returns for 5 years | 21.05 | 40.59 | 52% |
| Returns for 10 years | 14.25 | N/A | - |
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