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OAKIX vs TRWIX
OAKIX vs TRWIX Comparison
Open Charts OAKIX vs TRWIX
Oakmark International Investor
Price$26.24
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets13.3B
Transamerica International Equity I2
Price$21.37
Change-$0.18 (-0.84%)
VolumeN/A
Net Assets4B
OAKIX vs TRWIX Comparison Chart
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OAKIX vs. TRWIX commentary
Apr 18, 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: 13.3B vs. TRWIX (4B). TRWIX pays higher dividends than OAKIX: TRWIX (2.54) vs OAKIX (2.28). OAKIX was incepted earlier than TRWIX: OAKIX (33 years) vs TRWIX (14 years). OAKIX (1.05) is less costly to investors than TRWIX (0.76). OAKIX is a more actively managed with annual turnover of: 32.00 vs. TRWIX (12.00). OAKIX (0) and TRWIX (0) have matching initial minimum investment requirements. TRWIX annual gain was more profitable for investors over the last year : 10.60 vs. OAKIX (4.57). OAKIX (69.60) and TRWIX (67.53) have equivalent 5 years return.
| OAKIX | TRWIX | OAKIX / TRWIX | |
| Total Expense Ratio | 1.05 | 0.76 | 138% |
| Annual Report Gross Expense Ratio | 1.05 | 0.76 | 138% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 4.918 | 6.158 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 4B | 333% |
| Annual Yield % from dividends | 2.28 | 2.54 | 90% |
| Returns for 1 year | 4.57 | 10.60 | 43% |
| Returns for 3 years | 9.63 | 18.56 | 52% |
| Returns for 5 years | 69.60 | 67.53 | 103% |
| Returns for 10 years | 12.42 | 35.50 | 35% |
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