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JDIUX vs OAKIX
JDIUX vs OAKIX Comparison
Open Charts JDIUX vs OAKIX
JHancock Disciplined Value Intl R6
Price$16.76
Change+$0.23 (+1.39%)
VolumeN/A
Net Assets5.64B
Oakmark International Investor
Price$31.25
Change+$0.22 (+0.71%)
VolumeN/A
Net Assets14.33B
JDIUX vs OAKIX Comparison Chart in %
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JDIUX vs. OAKIX commentary
Sep 09, 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 JDIUX is a StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. JDIUX (5.64B). OAKIX pays higher dividends than JDIUX: OAKIX (1.99) vs JDIUX (1.59). JDIUX was incepted earlier than OAKIX: JDIUX (14 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than JDIUX (0.75). JDIUX is a more actively managed with annual turnover of: 91.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than JDIUX: OAKIX (0) vs JDIUX (1000000). OAKIX annual gain was more profitable for investors over the last year : 20.73 vs. JDIUX (7.99). OAKIX (58.80) and JDIUX (57.77) have equivalent 5 years return.
| JDIUX | OAKIX | JDIUX / OAKIX | |
| Total Expense Ratio | 0.74 | 1.05 | 70% |
| Annual Report Gross Expense Ratio | 0.75 | 1.05 | 71% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 29.421 | 24.950 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 14.3B | 39% |
| Annual Yield % from dividends | 1.59 | 1.99 | 80% |
| Returns for 1 year | 7.99 | 20.73 | 39% |
| Returns for 3 years | 40.92 | 47.91 | 85% |
| Returns for 5 years | 57.77 | 58.80 | 98% |
| Returns for 10 years | 57.93 | 49.67 | 117% |
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