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Compare trend and price OANIX vs SBIAX
OANIX vs SBIAX Comparison
Open Charts OANIX vs SBIAX
Oakmark International Institutional
Price$26.42
Change+$0.40 (+1.54%)
VolumeN/A
CapitalizationN/A
Sterling Capital Behavioral Intl Eq A
Price$10.06
Change+$0.13 (+1.31%)
VolumeN/A
CapitalizationN/A
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OANIX vs SBIAX Comparison Chart
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OANIX vs. SBIAX commentary
May 03, 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 OANIX is a Hold and SBIAX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 19.2B vs. SBIAX (133M). SBIAX pays higher dividends than OANIX: SBIAX (4.42) vs OANIX (2.11). OANIX was incepted earlier than SBIAX: OANIX (7 years) vs SBIAX (9 years). SBIAX is a more actively managed with annual turnover of: 86.05 vs. OANIX (27.00). SBIAX has a lower initial minimum investment than OANIX: SBIAX (1000) vs OANIX (250000). SBIAX annual gain was more profitable for investors over the last year : 15.13 vs. OANIX (2.14). OANIX return over 5 years is better than : 21.58 vs. SBIAX (20.11).
| OANIX | SBIAX | OANIX / SBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | -1.307 | 4.416 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 133M | 14,436% |
| Annual Yield % from dividends | 2.11 | 4.42 | 48% |
| Returns for 1 year | 2.14 | 15.13 | 14% |
| Returns for 3 years | -3.91 | 14.11 | -28% |
| Returns for 5 years | 21.58 | 20.11 | 107% |
| Returns for 10 years | N/A | N/A | - |