Ad is loading...
OAKIX vs TRWIX
OAKIX vs TRWIX Comparison
Open Charts OAKIX vs TRWIX
Oakmark International Investor
Price$24.94
Change+$0.10 (+0.40%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I2
Price$20.31
Change-$0.53 (-2.54%)
VolumeN/A
CapitalizationN/A
OAKIX vs TRWIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. TRWIX commentary
Dec 25, 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 Hold and TRWIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.2B vs. TRWIX (4.21B). 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 : 4.46 vs. OAKIX (-4.43). TRWIX return over 5 years is better than : 22.19 vs. OAKIX (5.96).
| 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 | -5.253 | 3.219 | -163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 4.21B | 385% |
| Annual Yield % from dividends | 1.84 | 3.14 | 59% |
| Returns for 1 year | -4.43 | 4.46 | -99% |
| Returns for 3 years | -6.95 | 2.80 | -248% |
| Returns for 5 years | 5.96 | 22.19 | 27% |
| Returns for 10 years | 13.20 | 36.57 | 36% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers