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OAKIX vs TRWRX
OAKIX vs TRWRX Comparison
Open Charts OAKIX vs TRWRX
Oakmark International Investor
Price$27.33
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity R
Price$22.77
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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OAKIX vs TRWRX Comparison Chart
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OAKIX vs. TRWRX 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 Buy and TRWRX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. TRWRX (4.64B). TRWRX pays higher dividends than OAKIX: TRWRX (2.63) vs OAKIX (1.84). OAKIX was incepted earlier than TRWRX: OAKIX (32 years) vs TRWRX (8 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. TRWRX (16.00). OAKIX (0) and TRWRX (0) have matching initial minimum investment requirements. TRWRX annual gain was more profitable for investors over the last year : 16.27 vs. OAKIX (4.96). TRWRX return over 5 years is better than : 37.97 vs. OAKIX (20.47).
| OAKIX | TRWRX | OAKIX / TRWRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | -0.224 | 8.953 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 4.64B | 390% |
| Annual Yield % from dividends | 1.84 | 2.63 | 70% |
| Returns for 1 year | 4.96 | 16.27 | 30% |
| Returns for 3 years | -1.86 | 8.52 | -22% |
| Returns for 5 years | 20.47 | 37.97 | 54% |
| Returns for 10 years | 11.84 | N/A | - |
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