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OAKIX vs TRWRX
OAKIX vs TRWRX Comparison
Open Charts OAKIX vs TRWRX
Oakmark International Investor
Price$28.25
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets13.49B
Transamerica International Equity R
Price$23.24
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets4.22B
OAKIX vs TRWRX Comparison Chart
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OAKIX vs. TRWRX commentary
May 09, 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 TRWRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. TRWRX (4.22B). OAKIX pays higher dividends than TRWRX: OAKIX (2.21) vs TRWRX (1.76). OAKIX was incepted earlier than TRWRX: OAKIX (33 years) vs TRWRX (8 years). TRWRX (1.26) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. TRWRX (12.00). OAKIX (0) and TRWRX (0) have matching initial minimum investment requirements. TRWRX annual gain was more profitable for investors over the last year : 12.08 vs. OAKIX (7.56). OAKIX return over 5 years is better than : 77.74 vs. TRWRX (71.70).
| OAKIX | TRWRX | OAKIX / TRWRX | |
| Total Expense Ratio | 1.05 | 1.26 | 83% |
| Annual Report Gross Expense Ratio | 1.05 | 1.26 | 83% |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 12.835 | 13.052 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 4.22B | 320% |
| Annual Yield % from dividends | 2.21 | 1.76 | 126% |
| Returns for 1 year | 7.56 | 12.08 | 63% |
| Returns for 3 years | 27.88 | 32.04 | 87% |
| Returns for 5 years | 77.74 | 71.70 | 108% |
| Returns for 10 years | 19.81 | N/A | - |
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