Ad is loading...
OANIX vs OAYIX
OANIX vs OAYIX Comparison
Open Charts OANIX vs OAYIX
Oakmark International Institutional
Price$24.78
Change-$1.55 (-5.89%)
VolumeN/A
Net Assets13.3B
Oakmark International Advisor
Price$24.78
Change-$1.56 (-5.92%)
VolumeN/A
Net Assets13.3B
OANIX vs OAYIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OANIX vs. OAYIX commentary
Apr 05, 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 OANIX is a Hold and OAYIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX (13.3B) and OAYIX (13.3B) have equal amount of cash in the bank . OANIX (2.58) and OAYIX (2.49) have matching dividends . OANIX was incepted earlier than OAYIX: OANIX (8 years) vs OAYIX (8 years). OAYIX (0.88) is less costly to investors than OANIX (0.81). OANIX (32.00) and OAYIX (32.00) have comparable annual turnover. OAYIX has a lower initial minimum investment than OANIX: OAYIX (100000) vs OANIX (250000). OANIX annual gain was more profitable for investors over the last year : 0.77 vs. OAYIX (0.72). OANIX (95.09) and OAYIX (94.53) have equivalent 5 years return.
| OANIX | OAYIX | OANIX / OAYIX | |
| Total Expense Ratio | 0.81 | 0.88 | 92% |
| Annual Report Gross Expense Ratio | 0.81 | 0.88 | 92% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 5.616 | 5.613 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 13.3B | 100% |
| Annual Yield % from dividends | 2.58 | 2.49 | 103% |
| Returns for 1 year | 0.77 | 0.72 | 106% |
| Returns for 3 years | 6.49 | 6.36 | 102% |
| Returns for 5 years | 95.09 | 94.53 | 101% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NOCT | 48.60 | -1.58 | -3.15% |
| Innovator Growth-100 Pwr Buff ETF™ Oct | |||
| ETB | 13.29 | -0.48 | -3.49% |
| Eaton Vance Tax-Managed Buy-Write Income Fund | |||
| SOLR | 22.84 | -0.95 | -3.99% |
| SmartETFs Sustainable Energy II ETF | |||
| XUSP | 35.82 | -2.00 | -5.30% |
| Innovator Uncapped Accelerated US Eq ETF | |||
| BBMC | 85.87 | -6.26 | -6.79% |
| JPMorgan BetaBuilders US Mid Cap Eq ETF | |||