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OAZIX vs SVXFX
OAZIX vs SVXFX Comparison
Open Charts OAZIX vs SVXFX
Oakmark International R6
Price$28.44
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
Smead International Value I1
Price$58.77
Change+$0.61 (+1.05%)
VolumeN/A
Net Assets160.2M
OAZIX vs SVXFX Comparison Chart
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FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 13.5B vs. SVXFX (160M). OAZIX (2.56) and SVXFX (2.50) have matching dividends . OAZIX was incepted earlier than SVXFX: OAZIX (4 years) vs SVXFX (10 years). SVXFX (1.16) is less costly to investors than OAZIX (0.75). OAZIX is a more actively managed with annual turnover of: 32.00 vs. SVXFX (27.92). OAZIX (1000000) and SVXFX (1000000) have matching initial minimum investment requirements. OAZIX annual gain was more profitable for investors over the last year : 8.31 vs. SVXFX (-1.55).
| OAZIX | SVXFX | OAZIX / SVXFX | |
| Total Expense Ratio | 0.75 | 1.15 | 65% |
| Annual Report Gross Expense Ratio | 0.75 | 1.16 | 65% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 14.034 | 7.795 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 160M | 8,438% |
| Annual Yield % from dividends | 2.56 | 2.50 | 102% |
| Returns for 1 year | 8.31 | -1.55 | -537% |
| Returns for 3 years | 29.15 | 27.92 | 104% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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