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LYRWX vs OAKIX
LYRWX vs OAKIX Comparison
Open Charts LYRWX vs OAKIX
Lyrical International Value Equity Instl
Price$14.93
Change+$0.37 (+2.54%)
VolumeN/A
Net Assets18M
Oakmark International Investor
Price$33.45
Change+$1.55 (+4.86%)
VolumeN/A
Net Assets14.6B
LYRWX vs OAKIX Comparison Chart in %
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LYRWX 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 LYRWX is a Buy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. LYRWX (18M). OAKIX pays higher dividends than LYRWX: OAKIX (1.80) vs LYRWX (1.15). LYRWX was incepted earlier than OAKIX: LYRWX (6 years) vs OAKIX (33 years). LYRWX (2.87) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 51.00 vs. LYRWX (31.00). OAKIX has a lower initial minimum investment than LYRWX: OAKIX (0) vs LYRWX (100000). LYRWX annual gain was more profitable for investors over the last year : 33.53 vs. OAKIX (30.78). LYRWX return over 5 years is better than : 36.59 vs. OAKIX (34.40).
| LYRWX | OAKIX | LYRWX / OAKIX | |
| Total Expense Ratio | 0.99 | 1.05 | 94% |
| Annual Report Gross Expense Ratio | 2.87 | 1.05 | 273% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 4.479 | 2.923 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18M | 14.6B | 0% |
| Annual Yield % from dividends | 1.15 | 1.80 | 64% |
| Returns for 1 year | 33.53 | 30.78 | 109% |
| Returns for 3 years | 38.09 | 33.96 | 112% |
| Returns for 5 years | 36.59 | 34.40 | 106% |
| Returns for 10 years | N/A | 93.99 | - |
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