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OANIX vs SWFCX
OANIX vs SWFCX Comparison
Open Charts OANIX vs SWFCX
Oakmark International Institutional
Price$25.95
Change-$0.61 (-2.30%)
VolumeN/A
CapitalizationN/A
Touchstone International Value C
Price$14.81
Change-$0.26 (-1.73%)
VolumeN/A
CapitalizationN/A
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OANIX vs SWFCX Comparison Chart
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OANIX vs. SWFCX commentary
Nov 10, 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 StrongSell and SWFCX is a Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 16.9B vs. SWFCX (105M). OANIX pays higher dividends than SWFCX: OANIX (2.11) vs SWFCX (0.89). OANIX was incepted earlier than SWFCX: OANIX (8 years) vs SWFCX (27 years). SWFCX is a more actively managed with annual turnover of: 32.00 vs. OANIX (27.00). SWFCX has a lower initial minimum investment than OANIX: SWFCX (2500) vs OANIX (250000). SWFCX annual gain was more profitable for investors over the last year : 15.84 vs. OANIX (9.43). OANIX return over 5 years is better than : 10.88 vs. SWFCX (2.01).
| OANIX | SWFCX | OANIX / SWFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -3.063 | 2.847 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 105M | 16,095% |
| Annual Yield % from dividends | 2.11 | 0.89 | 238% |
| Returns for 1 year | 9.43 | 15.84 | 59% |
| Returns for 3 years | -9.02 | -10.95 | 82% |
| Returns for 5 years | 10.88 | 2.01 | 540% |
| Returns for 10 years | N/A | -16.82 | - |
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