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OAKIX vs TRWTX
OAKIX vs TRWTX Comparison
Open Charts OAKIX vs TRWTX
Oakmark International Investor
Price$27.15
Change+$0.03 (+0.11%)
VolumeN/A
CapitalizationN/A
Transamerica International Equity I3
Price$22.27
Change+$0.07 (+0.32%)
VolumeN/A
CapitalizationN/A
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OAKIX vs TRWTX Comparison Chart
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OAKIX vs. TRWTX commentary
Oct 18, 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 TRWTX is a Sell.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.4B vs. TRWTX (4.54B). TRWTX pays higher dividends than OAKIX: TRWTX (3.11) vs OAKIX (1.84). OAKIX was incepted earlier than TRWTX: OAKIX (32 years) vs TRWTX (32 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. TRWTX (16.00). OAKIX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 23.24 vs. OAKIX (14.84). TRWTX return over 5 years is better than : 37.83 vs. OAKIX (20.69).
| OAKIX | TRWTX | OAKIX / TRWTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 1.155 | 9.435 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4B | 4.54B | 405% |
| Annual Yield % from dividends | 1.84 | 3.11 | 59% |
| Returns for 1 year | 14.84 | 23.24 | 64% |
| Returns for 3 years | -3.88 | 10.92 | -36% |
| Returns for 5 years | 20.69 | 37.83 | 55% |
| Returns for 10 years | 23.22 | 52.97 | 44% |
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