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OANIX vs TRWAX
OANIX vs TRWAX Comparison
Open Charts OANIX vs TRWAX
Oakmark International Institutional
Price$26.39
Change+$0.21 (+0.80%)
VolumeN/A
Net Assets13.3B
Transamerica International Equity A
Price$21.36
Change+$0.27 (+1.28%)
VolumeN/A
Net Assets3.96B
OANIX vs TRWAX Comparison Chart
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OANIX vs. TRWAX commentary
Apr 18, 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 TRWAX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 13.3B vs. TRWAX (3.96B). OANIX pays higher dividends than TRWAX: OANIX (2.58) vs TRWAX (2.08). OANIX was incepted earlier than TRWAX: OANIX (8 years) vs TRWAX (14 years). TRWAX (1.74) is less costly to investors than OANIX (0.81). OANIX is a more actively managed with annual turnover of: 32.00 vs. TRWAX (12.00). TRWAX has a lower initial minimum investment than OANIX: TRWAX (1000) vs OANIX (250000). TRWAX annual gain was more profitable for investors over the last year : 9.34 vs. OANIX (5.19). OANIX return over 5 years is better than : 72.51 vs. TRWAX (63.90).
| OANIX | TRWAX | OANIX / TRWAX | |
| Total Expense Ratio | 0.81 | 1.25 | 65% |
| Annual Report Gross Expense Ratio | 0.81 | 1.74 | 47% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 5.856 | 5.187 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 3.96B | 336% |
| Annual Yield % from dividends | 2.58 | 2.08 | 124% |
| Returns for 1 year | 5.19 | 9.34 | 56% |
| Returns for 3 years | 10.97 | 17.31 | 63% |
| Returns for 5 years | 72.51 | 63.90 | 113% |
| Returns for 10 years | N/A | 31.26 | - |
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