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OANIX vs TBCUX
OANIX vs TBCUX Comparison
Open Charts OANIX vs TBCUX
Oakmark International Institutional
Price$29.09
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets13.49B
Tweedy, Browne Intl Val II - Ccy UnH
Price$16.31
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets182.96M
OANIX vs TBCUX Comparison Chart
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OANIX vs. TBCUX commentary
May 24, 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 TBCUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 13.5B vs. TBCUX (183M). OANIX pays higher dividends than TBCUX: OANIX (2.50) vs TBCUX (2.02). OANIX was incepted earlier than TBCUX: OANIX (8 years) vs TBCUX (16 years). TBCUX (1.40) is less costly to investors than OANIX (0.81). OANIX is a more actively managed with annual turnover of: 32.00 vs. TBCUX (13.00). TBCUX has a lower initial minimum investment than OANIX: TBCUX (2500) vs OANIX (250000). OANIX annual gain was more profitable for investors over the last year : 10.08 vs. TBCUX (-7.91). OANIX return over 5 years is better than : 87.19 vs. TBCUX (44.27).
| OANIX | TBCUX | OANIX / TBCUX | |
| Total Expense Ratio | 0.81 | 1.39 | 58% |
| Annual Report Gross Expense Ratio | 0.81 | 1.40 | 58% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 16.968 | 16.536 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 183M | 7,377% |
| Annual Yield % from dividends | 2.50 | 2.02 | 123% |
| Returns for 1 year | 10.08 | -7.91 | -127% |
| Returns for 3 years | 24.26 | 11.66 | 208% |
| Returns for 5 years | 87.19 | 44.27 | 197% |
| Returns for 10 years | N/A | 29.00 | - |