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OANIX vs TRWAX
OANIX vs TRWAX Comparison
Open Charts OANIX vs TRWAX
Oakmark International Institutional
Price$25.18
Change+$0.23 (+0.92%)
VolumeN/A
Net Assets15.48B
Transamerica International Equity A
Price$20.38
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets4.12B
OANIX vs TRWAX Comparison Chart
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OANIX vs. TRWAX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 15.5B vs. TRWAX (4.12B). TRWAX pays higher dividends than OANIX: TRWAX (2.71) vs OANIX (2.11). OANIX was incepted earlier than TRWAX: OANIX (8 years) vs TRWAX (14 years). OANIX is a more actively managed with annual turnover of: 27.00 vs. TRWAX (16.00). 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 : 7.18 vs. OANIX (1.87). TRWAX return over 5 years is better than : 21.39 vs. OANIX (8.87).
| OANIX | TRWAX | OANIX / TRWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 1.003 | 1.646 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 4.12B | 376% |
| Annual Yield % from dividends | 2.11 | 2.71 | 78% |
| Returns for 1 year | 1.87 | 7.18 | 26% |
| Returns for 3 years | -10.06 | 1.84 | -546% |
| Returns for 5 years | 8.87 | 21.39 | 41% |
| Returns for 10 years | N/A | 38.62 | - |
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