Ad is loading...
OANIX vs SBIEX
OANIX vs SBIEX Comparison
Open Charts OANIX vs SBIEX
Oakmark International Institutional
Price$27.65
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets13.3B
ClearBridge International Value A
Price$11.56
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets157.21M
OANIX vs SBIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OANIX vs. SBIEX commentary
Apr 29, 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 StrongBuy and SBIEX is a Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 13.3B vs. SBIEX (157M). OANIX pays higher dividends than SBIEX: OANIX (2.58) vs SBIEX (1.74). OANIX was incepted earlier than SBIEX: OANIX (8 years) vs SBIEX (39 years). SBIEX (1.45) is less costly to investors than OANIX (0.81). OANIX is a more actively managed with annual turnover of: 32.00 vs. SBIEX (25.00). SBIEX has a lower initial minimum investment than OANIX: SBIEX (1000) vs OANIX (250000). SBIEX annual gain was more profitable for investors over the last year : 9.69 vs. OANIX (8.16). SBIEX return over 5 years is better than : 85.63 vs. OANIX (68.42).
| OANIX | SBIEX | OANIX / SBIEX | |
| Total Expense Ratio | 0.81 | 1.26 | 64% |
| Annual Report Gross Expense Ratio | 0.81 | 1.45 | 56% |
| Fund Existence | 8 years | 39 years | - |
| Gain YTD | 10.911 | 11.793 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 157M | 8,471% |
| Annual Yield % from dividends | 2.58 | 1.74 | 148% |
| Returns for 1 year | 8.16 | 9.69 | 84% |
| Returns for 3 years | 20.47 | 29.21 | 70% |
| Returns for 5 years | 68.42 | 85.63 | 80% |
| Returns for 10 years | N/A | 30.15 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers