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CIOIX vs OAKIX
CIOIX vs OAKIX Comparison
Open Charts CIOIX vs OAKIX
Causeway International Opps Inst
Price$19.48
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets371.69M
Oakmark International Investor
Price$31.25
Change+$0.22 (+0.71%)
VolumeN/A
Net Assets14.33B
CIOIX vs OAKIX Comparison Chart in %
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CIOIX vs. OAKIX commentary
Sep 09, 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 CIOIX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. CIOIX (372M). CIOIX pays higher dividends than OAKIX: CIOIX (2.68) vs OAKIX (1.99). CIOIX was incepted earlier than OAKIX: CIOIX (16 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than CIOIX (0.99). CIOIX is a more actively managed with annual turnover of: 69.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than CIOIX: OAKIX (0) vs CIOIX (1000000). OAKIX annual gain was more profitable for investors over the last year : 18.23 vs. CIOIX (16.46). CIOIX return over 5 years is better than : 77.82 vs. OAKIX (56.33).
| CIOIX | OAKIX | CIOIX / OAKIX | |
| Total Expense Ratio | 0.95 | 1.05 | 90% |
| Annual Report Gross Expense Ratio | 0.99 | 1.05 | 94% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 25.515 | 24.070 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 14.3B | 3% |
| Annual Yield % from dividends | 2.68 | 1.99 | 135% |
| Returns for 1 year | 16.46 | 18.23 | 90% |
| Returns for 3 years | 69.47 | 51.83 | 134% |
| Returns for 5 years | 77.82 | 56.33 | 138% |
| Returns for 10 years | 104.18 | 49.01 | 213% |
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