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CIOVX vs OAKIX
CIOVX vs OAKIX Comparison
Open Charts CIOVX vs OAKIX
Causeway International Opps I
Price$19.28
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets371.69M
Oakmark International Investor
Price$31.25
Change+$0.22 (+0.71%)
VolumeN/A
Net Assets14.33B
CIOVX vs OAKIX Comparison Chart in %
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CIOVX 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 CIOVX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. CIOVX (372M). CIOVX pays higher dividends than OAKIX: CIOVX (2.50) vs OAKIX (1.99). CIOVX was incepted earlier than OAKIX: CIOVX (16 years) vs OAKIX (33 years). CIOVX (1.24) is less costly to investors than OAKIX (1.05). CIOVX is a more actively managed with annual turnover of: 69.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than CIOVX: OAKIX (0) vs CIOVX (5000). OAKIX annual gain was more profitable for investors over the last year : 20.73 vs. CIOVX (16.09). CIOVX return over 5 years is better than : 75.37 vs. OAKIX (58.80).
| CIOVX | OAKIX | CIOVX / OAKIX | |
| Total Expense Ratio | 1.20 | 1.05 | 114% |
| Annual Report Gross Expense Ratio | 1.24 | 1.05 | 118% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 25.276 | 24.950 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 14.3B | 3% |
| Annual Yield % from dividends | 2.50 | 1.99 | 126% |
| Returns for 1 year | 16.09 | 20.73 | 78% |
| Returns for 3 years | 68.19 | 47.91 | 142% |
| Returns for 5 years | 75.37 | 58.80 | 128% |
| Returns for 10 years | 99.17 | 49.67 | 200% |
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