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OANIX vs SWRLX
OANIX vs SWRLX Comparison
Open Charts OANIX vs SWRLX
Oakmark International Institutional
Price$26.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Touchstone International Value A
Price$15.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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OANIX vs SWRLX Comparison Chart
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OANIX vs. SWRLX commentary
Sep 16, 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 SWRLX is a Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 18.1B vs. SWRLX (106M). OANIX pays higher dividends than SWRLX: OANIX (2.11) vs SWRLX (1.34). OANIX was incepted earlier than SWRLX: OANIX (8 years) vs SWRLX (32 years). SWRLX is a more actively managed with annual turnover of: 32.00 vs. OANIX (27.00). SWRLX has a lower initial minimum investment than OANIX: SWRLX (2500) vs OANIX (250000). SWRLX annual gain was more profitable for investors over the last year : 8.43 vs. OANIX (4.18). OANIX return over 5 years is better than : 18.59 vs. SWRLX (9.22).
| OANIX | SWRLX | OANIX / SWRLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | -0.897 | 2.219 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 106M | 17,075% |
| Annual Yield % from dividends | 2.11 | 1.34 | 157% |
| Returns for 1 year | 4.18 | 8.43 | 50% |
| Returns for 3 years | -3.37 | -10.99 | 31% |
| Returns for 5 years | 18.59 | 9.22 | 202% |
| Returns for 10 years | N/A | -9.37 | - |
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