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OANIX vs SPRVX
OANIX vs SPRVX Comparison
Open Charts OANIX vs SPRVX
Oakmark International Institutional
Price$25.76
Change+$1.84 (+7.69%)
VolumeN/A
Net Assets13.3B
Sprucegrove International Eq I
Price$62.16
Change+$0.76 (+1.24%)
VolumeN/A
Net Assets91.65M
OANIX vs SPRVX Comparison Chart
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OANIX vs. SPRVX commentary
Apr 11, 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 SPRVX is a Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 13.3B vs. SPRVX (91.6M). OANIX pays higher dividends than SPRVX: OANIX (2.58) vs SPRVX (2.43). OANIX was incepted earlier than SPRVX: OANIX (8 years) vs SPRVX (4 years). SPRVX (0.97) is less costly to investors than OANIX (0.81). OANIX is a more actively managed with annual turnover of: 32.00 vs. SPRVX (14.00). SPRVX has a lower initial minimum investment than OANIX: SPRVX (100000) vs OANIX (250000). OANIX annual gain was more profitable for investors over the last year : -1.49 vs. SPRVX (-17.02). OANIX return over 5 years is better than : 65.86 vs. SPRVX (11.70).
| OANIX | SPRVX | OANIX / SPRVX | |
| Total Expense Ratio | 0.81 | 0.75 | 108% |
| Annual Report Gross Expense Ratio | 0.81 | 0.97 | 84% |
| Fund Existence | 8 years | 4 years | - |
| Gain YTD | 3.329 | -6.478 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 91.6M | 14,520% |
| Annual Yield % from dividends | 2.58 | 2.43 | 106% |
| Returns for 1 year | -1.49 | -17.02 | 9% |
| Returns for 3 years | 7.41 | -24.43 | -30% |
| Returns for 5 years | 65.86 | 11.70 | 563% |
| Returns for 10 years | N/A | -0.20 | - |
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