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OAKWX vs PRGEX
OAKWX vs PRGEX Comparison
Open Charts OAKWX vs PRGEX
Oakmark Global Select Investor
Price$24.07
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets1.01B
Pioneer Global Sustainable Equity R
Price$19.34
Change-$0.21 (-1.07%)
VolumeN/A
Net Assets541.1M
OAKWX vs PRGEX Comparison Chart
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OAKWX vs. PRGEX commentary
Feb 23, 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 StrongBuy and PRGEX is a Buy.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 1.01B vs. PRGEX (541M). 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 : 13.53 vs. PRGEX (8.48). OAKWX return over 5 years is better than : 36.79 vs. PRGEX (34.82).
| 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 | 8.717 | 8.131 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 541M | 186% |
| Annual Yield % from dividends | 0.81 | 0.94 | 86% |
| Returns for 1 year | 13.53 | 8.48 | 160% |
| Returns for 3 years | 12.83 | 16.65 | 77% |
| Returns for 5 years | 36.79 | 34.82 | 106% |
| Returns for 10 years | 50.33 | N/A | - |
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