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OAYIX vs SWRLX
OAYIX vs SWRLX Comparison
Open Charts OAYIX vs SWRLX
Oakmark International Advisor
Price$26.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Touchstone International Value A
Price$15.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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OAYIX vs SWRLX Comparison Chart
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OAYIX vs. SWRLX commentary
Sep 16, 2024
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 OAYIX is a StrongSell and SWRLX is a Buy.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 18.1B vs. SWRLX (106M). OAYIX pays higher dividends than SWRLX: OAYIX (2.03) vs SWRLX (1.34). OAYIX was incepted earlier than SWRLX: OAYIX (8 years) vs SWRLX (32 years). SWRLX is a more actively managed with annual turnover of: 32.00 vs. OAYIX (27.00). SWRLX has a lower initial minimum investment than OAYIX: SWRLX (2500) vs OAYIX (100000). SWRLX annual gain was more profitable for investors over the last year : 8.43 vs. OAYIX (4.09). OAYIX return over 5 years is better than : 18.22 vs. SWRLX (9.22).
| OAYIX | SWRLX | OAYIX / SWRLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | -0.971 | 2.219 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 106M | 17,075% |
| Annual Yield % from dividends | 2.03 | 1.34 | 151% |
| Returns for 1 year | 4.09 | 8.43 | 49% |
| Returns for 3 years | -3.50 | -10.99 | 32% |
| Returns for 5 years | 18.22 | 9.22 | 198% |
| Returns for 10 years | N/A | -9.37 | - |
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