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FMNEX vs OAKEX
FMNEX vs OAKEX Comparison
Open Charts FMNEX vs OAKEX
Free Market International Eq Instl
Price$15.77
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets3.94B
Oakmark International Small Cap Investor
Price$22.10
Change-$0.11 (-0.50%)
VolumeN/A
Net Assets1.28B
FMNEX vs OAKEX Comparison Chart in %
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FMNEX vs. OAKEX commentary
Dec 04, 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 FMNEX is a Buy and OAKEX is a Buy.
FUNDAMENTALS
Fundamentals
FMNEX has more cash in the bank: 3.94B vs. OAKEX (1.29B). FMNEX pays higher dividends than OAKEX: FMNEX (2.66) vs OAKEX (1.68). FMNEX was incepted earlier than OAKEX: FMNEX (18 years) vs OAKEX (30 years). OAKEX (1.33) is less costly to investors than FMNEX (0.85). OAKEX is a more actively managed with annual turnover of: 40.00 vs. FMNEX (13.00). FMNEX (0) and OAKEX (0) have matching initial minimum investment requirements. FMNEX annual gain was more profitable for investors over the last year : 34.87 vs. OAKEX (14.79). FMNEX return over 5 years is better than : 71.87 vs. OAKEX (41.00).
| FMNEX | OAKEX | FMNEX / OAKEX | |
| Total Expense Ratio | 0.85 | 1.33 | 64% |
| Annual Report Gross Expense Ratio | 0.85 | 1.33 | 64% |
| Fund Existence | 18 years | 30 years | - |
| Gain YTD | 37.752 | 24.496 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.94B | 1.29B | 306% |
| Annual Yield % from dividends | 2.66 | 1.68 | 158% |
| Returns for 1 year | 34.87 | 14.79 | 236% |
| Returns for 3 years | 63.81 | 34.52 | 185% |
| Returns for 5 years | 71.87 | 41.00 | 175% |
| Returns for 10 years | 100.63 | 57.19 | 176% |
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