Interact to see
Advertisement
Advertisement
FMNEX vs OAKEX
FMNEX vs OAKEX Comparison
Open Charts FMNEX vs OAKEX
Free Market International Eq Instl
Price$16.79
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets4.27B
Oakmark International Small Cap Investor
Price$22.55
Change+$0.27 (+1.21%)
VolumeN/A
Net Assets1.3B
FMNEX vs OAKEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMNEX vs. OAKEX commentary
Feb 05, 2026
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 Hold and OAKEX is a Buy.
FUNDAMENTALS
Fundamentals
FMNEX has more cash in the bank: 4.27B vs. OAKEX (1.3B). FMNEX pays higher dividends than OAKEX: FMNEX (4.41) 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: 37.00 vs. FMNEX (5.00). FMNEX (0) and OAKEX (0) have matching initial minimum investment requirements. FMNEX annual gain was more profitable for investors over the last year : 49.06 vs. OAKEX (24.23). FMNEX return over 5 years is better than : 83.06 vs. OAKEX (36.36).
| 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 | 8.044 | 2.874 | 280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 1.3B | 328% |
| Annual Yield % from dividends | 4.41 | 1.68 | 262% |
| Returns for 1 year | 49.06 | 24.23 | 202% |
| Returns for 3 years | 76.65 | 29.67 | 258% |
| Returns for 5 years | 83.06 | 36.36 | 228% |
| Returns for 10 years | 156.90 | 93.58 | 168% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement