Ad is loading...
Ad is loading...
OAKIX vs TRWIX
OAKIX vs TRWIX Comparison
Open Charts OAKIX vs TRWIX
Oakmark International Investor
Price$25.26
Change+$0.04 (+0.16%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I2
Price$21.11
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
OAKIX vs TRWIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. TRWIX commentary
Nov 23, 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 Buy and TRWIX is a Sell.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.9B vs. TRWIX (4.32B). 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 : 12.16 vs. OAKIX (1.26). TRWIX return over 5 years is better than : 29.15 vs. OAKIX (8.19).
| 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 | -6.036 | 4.557 | -132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 4.32B | 392% |
| Annual Yield % from dividends | 1.84 | 3.14 | 59% |
| Returns for 1 year | 1.26 | 12.16 | 10% |
| Returns for 3 years | -9.16 | 4.61 | -199% |
| Returns for 5 years | 8.19 | 29.15 | 28% |
| Returns for 10 years | 7.28 | 32.03 | 23% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MBB | 92.41 | 0.08 | +0.09% |
| iShares MBS ETF | |||
| SUSC | 22.98 | -0.01 | -0.04% |
| iShares ESG USD Corporate Bond ETF | |||
| NUSA | 22.99 | -0.01 | -0.04% |
| Nuveen ESG 1-5 Year US Aggt Bd ETF | |||
| BSJS | 21.96 | -0.02 | -0.09% |
| Invesco BulletShares 2028 HY Corp Bd ETF | |||
| EMTL | 42.70 | -0.08 | -0.19% |
| SPDR® DoubleLine® Emerg Mkts Fxd Inc ETF | |||