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Compare trend and price OANIX vs TBCUX
OANIX vs TBCUX Comparison
Open Charts OANIX vs TBCUX
Oakmark International Institutional
Price$25.99
Change+$0.28 (+1.09%)
VolumeN/A
CapitalizationN/A
Tweedy, Browne Intl Val II - Ccy UnH
Price$16.74
Change+$0.08 (+0.48%)
VolumeN/A
CapitalizationN/A
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OANIX vs TBCUX Comparison Chart
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OANIX vs. TBCUX commentary
Dec 03, 2023
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 TBCUX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 19.7B vs. TBCUX (375M). OANIX pays higher dividends than TBCUX: OANIX (2.95) vs TBCUX (1.55). OANIX was incepted earlier than TBCUX: OANIX (7 years) vs TBCUX (14 years). TBCUX (1.40) is less costly to investors than OANIX (0.79). OANIX is a more actively managed with annual turnover of: 35.00 vs. TBCUX (11.00). 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 : 10.57 vs. TBCUX (7.66). OANIX (19.92) and TBCUX (19.40) have equivalent 5 years return.
| OANIX | TBCUX | OANIX / TBCUX | |
| Total Expense Ratio | 0.79 | 1.40 | 56% |
| Annual Report Gross Expense Ratio | 0.79 | 1.40 | 56% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 13.246 | 8.913 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 19.7B | 375M | 5,253% |
| Annual Yield % from dividends | 2.95 | 1.55 | 190% |
| Returns for 1 year | 10.57 | 7.66 | 138% |
| Returns for 3 years | 8.28 | 14.33 | 58% |
| Returns for 5 years | 19.92 | 19.40 | 103% |
| Returns for 10 years | N/A | 30.95 | - |
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