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FMNEX vs OAKEX
FMNEX vs OAKEX Comparison
Open Charts FMNEX vs OAKEX
Free Market International Eq Instl
Price$15.65
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets3.88B
Oakmark International Small Cap Investor
Price$22.51
Change+$0.16 (+0.72%)
VolumeN/A
Net Assets1.3B
FMNEX vs OAKEX Comparison Chart in %
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FMNEX vs. OAKEX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
FMNEX has more cash in the bank: 3.88B vs. OAKEX (1.3B). FMNEX pays higher dividends than OAKEX: FMNEX (2.73) 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 : 36.11 vs. OAKEX (17.11). FMNEX return over 5 years is better than : 82.48 vs. OAKEX (56.47).
| 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 | 37.401 | 26.177 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 1.3B | 298% |
| Annual Yield % from dividends | 2.73 | 1.68 | 163% |
| Returns for 1 year | 36.11 | 17.11 | 211% |
| Returns for 3 years | 68.47 | 41.02 | 167% |
| Returns for 5 years | 82.48 | 56.47 | 146% |
| Returns for 10 years | 104.96 | 62.40 | 168% |
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