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HWNIX vs OAKIX
HWNIX vs OAKIX Comparison
Open Charts HWNIX vs OAKIX
Hotchkis & Wiley International Value I
Price$14.42
Change-$0.48 (-3.22%)
VolumeN/A
Net Assets4.48M
Oakmark International Investor
Price$33.45
Change+$1.55 (+4.86%)
VolumeN/A
Net Assets14.6B
HWNIX vs OAKIX Comparison Chart in %
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HWNIX vs. OAKIX 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 HWNIX is a Buy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. HWNIX (4.48M). HWNIX pays higher dividends than OAKIX: HWNIX (2.33) vs OAKIX (1.80). HWNIX was incepted earlier than OAKIX: HWNIX (10 years) vs OAKIX (33 years). HWNIX (4.09) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 51.00 vs. HWNIX (35.00). 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 : 30.78 vs. HWNIX (25.07). HWNIX return over 5 years is better than : 47.89 vs. OAKIX (34.40).
| HWNIX | OAKIX | HWNIX / OAKIX | |
| Total Expense Ratio | 0.70 | 1.05 | 67% |
| Annual Report Gross Expense Ratio | 4.09 | 1.05 | 390% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 5.874 | 2.923 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48M | 14.6B | 0% |
| Annual Yield % from dividends | 2.33 | 1.80 | 130% |
| Returns for 1 year | 25.07 | 30.78 | 81% |
| Returns for 3 years | 27.63 | 33.96 | 81% |
| Returns for 5 years | 47.89 | 34.40 | 139% |
| Returns for 10 years | 75.96 | 93.99 | 81% |
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