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OAKIX vs TRWIX
OAKIX vs TRWIX Comparison
Open Charts OAKIX vs TRWIX
Oakmark International Investor
Price$27.22
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
Transamerica International Equity I2
Price$22.21
Change-$0.15 (-0.67%)
VolumeN/A
Net Assets4.26B
OAKIX vs TRWIX Comparison Chart
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OAKIX vs. TRWIX commentary
Feb 23, 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 TRWIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.8B vs. TRWIX (4.26B). TRWIX pays higher dividends than OAKIX: TRWIX (3.14) vs OAKIX (1.84). OAKIX was incepted earlier than TRWIX: OAKIX (32 years) vs TRWIX (14 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. TRWIX (16.00). OAKIX (0) and TRWIX (0) have matching initial minimum investment requirements. TRWIX annual gain was more profitable for investors over the last year : 11.64 vs. OAKIX (5.76). TRWIX return over 5 years is better than : 36.63 vs. OAKIX (21.18).
| OAKIX | TRWIX | OAKIX / TRWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 8.836 | 9.409 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 4.26B | 347% |
| Annual Yield % from dividends | 1.84 | 3.14 | 59% |
| Returns for 1 year | 5.76 | 11.64 | 49% |
| Returns for 3 years | 2.33 | 15.66 | 15% |
| Returns for 5 years | 21.18 | 36.63 | 58% |
| Returns for 10 years | 17.69 | 42.77 | 41% |
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