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OANIX vs TRWAX
OANIX vs TRWAX Comparison
Open Charts OANIX vs TRWAX
Oakmark International Institutional
Price$27.15
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
Transamerica International Equity A
Price$21.93
Change-$0.15 (-0.68%)
VolumeN/A
Net Assets4.26B
OANIX vs TRWAX Comparison Chart
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OANIX vs. TRWAX commentary
Feb 23, 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: 14.8B vs. TRWAX (4.26B). 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 : 11.10 vs. OANIX (6.00). TRWAX return over 5 years is better than : 34.82 vs. OANIX (22.22).
| 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 | 8.905 | 9.377 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 4.26B | 347% |
| Annual Yield % from dividends | 2.11 | 2.71 | 78% |
| Returns for 1 year | 6.00 | 11.10 | 54% |
| Returns for 3 years | 2.75 | 14.48 | 19% |
| Returns for 5 years | 22.22 | 34.82 | 64% |
| Returns for 10 years | N/A | 39.73 | - |
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