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HWNIX vs OAKIX
HWNIX vs OAKIX Comparison
Open Charts HWNIX vs OAKIX
Hotchkis & Wiley International Value I
Price$14.76
Change+$0.12 (+0.82%)
VolumeN/A
Net Assets4.72M
Oakmark International Investor
Price$31.03
Change+$0.32 (+1.04%)
VolumeN/A
Net Assets14.33B
HWNIX vs OAKIX Comparison Chart in %
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HWNIX vs. OAKIX commentary
Sep 08, 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 HWNIX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. HWNIX (4.72M). OAKIX pays higher dividends than HWNIX: OAKIX (1.99) vs HWNIX (1.79). HWNIX was incepted earlier than OAKIX: HWNIX (10 years) vs OAKIX (33 years). HWNIX (4.57) is less costly to investors than OAKIX (1.05). HWNIX is a more actively managed with annual turnover of: 35.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than HWNIX: OAKIX (0) vs HWNIX (250000). OAKIX annual gain was more profitable for investors over the last year : 18.23 vs. HWNIX (12.04). HWNIX return over 5 years is better than : 91.16 vs. OAKIX (56.33).
| HWNIX | OAKIX | HWNIX / OAKIX | |
| Total Expense Ratio | 0.95 | 1.05 | 90% |
| Annual Report Gross Expense Ratio | 4.57 | 1.05 | 435% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 30.389 | 24.070 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72M | 14.3B | 0% |
| Annual Yield % from dividends | 1.79 | 1.99 | 90% |
| Returns for 1 year | 12.04 | 18.23 | 66% |
| Returns for 3 years | 55.75 | 51.83 | 108% |
| Returns for 5 years | 91.16 | 56.33 | 162% |
| Returns for 10 years | N/A | 49.01 | - |
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