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OAKWX vs PRGEX
OAKWX vs PRGEX Comparison
Open Charts OAKWX vs PRGEX
Oakmark Global Select Investor
Price$22.60
Change+$0.19 (+0.85%)
VolumeN/A
Net Assets962.84M
Pioneer Global Sustainable Equity R
Price$18.72
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets531.39M
OAKWX vs PRGEX Comparison Chart
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OAKWX vs. PRGEX commentary
Jan 19, 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 OAKWX is a Hold and PRGEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 963M vs. PRGEX (531M). PRGEX pays higher dividends than OAKWX: PRGEX (0.94) vs OAKWX (0.81). OAKWX was incepted earlier than PRGEX: OAKWX (18 years) vs PRGEX (10 years). PRGEX is a more actively managed with annual turnover of: 63.00 vs. OAKWX (32.00). OAKWX (0) and PRGEX (0) have matching initial minimum investment requirements. OAKWX annual gain was more profitable for investors over the last year : 11.00 vs. PRGEX (9.21). PRGEX return over 5 years is better than : 27.03 vs. OAKWX (22.74).
| OAKWX | PRGEX | OAKWX / PRGEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 2.078 | 3.208 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 531M | 181% |
| Annual Yield % from dividends | 0.81 | 0.94 | 86% |
| Returns for 1 year | 11.00 | 9.21 | 119% |
| Returns for 3 years | 1.33 | 6.63 | 20% |
| Returns for 5 years | 22.74 | 27.03 | 84% |
| Returns for 10 years | 53.99 | N/A | - |
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