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OAKWX vs PRGEX
OAKWX vs PRGEX Comparison
Open Charts OAKWX vs PRGEX
Oakmark Global Select Investor
Price$21.98
Change-$0.55 (-2.44%)
VolumeN/A
CapitalizationN/A
Pioneer Global Sustainable Equity R
Price$18.21
Change-$0.48 (-2.57%)
VolumeN/A
CapitalizationN/A
OAKWX vs PRGEX Comparison Chart
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OAKWX vs. PRGEX commentary
Dec 19, 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 OAKWX is a Hold and PRGEX is a Hold.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 1.02B vs. PRGEX (528M). PRGEX pays higher dividends than OAKWX: PRGEX (0.94) vs OAKWX (0.81). OAKWX was incepted earlier than PRGEX: OAKWX (18 years) vs PRGEX (9 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. PRGEX annual gain was more profitable for investors over the last year : 9.75 vs. OAKWX (8.34). PRGEX return over 5 years is better than : 30.34 vs. OAKWX (25.95).
| OAKWX | PRGEX | OAKWX / PRGEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 6.519 | 7.679 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 528M | 193% |
| Annual Yield % from dividends | 0.81 | 0.94 | 86% |
| Returns for 1 year | 8.34 | 9.75 | 86% |
| Returns for 3 years | 4.13 | 10.31 | 40% |
| Returns for 5 years | 25.95 | 30.34 | 86% |
| Returns for 10 years | 45.78 | N/A | - |
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