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LYRWX vs OAKIX
LYRWX vs OAKIX Comparison
Open Charts LYRWX vs OAKIX
Lyrical International Value Equity Instl
Price$14.50
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets10.25M
Oakmark International Investor
Price$32.50
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets14.23B
LYRWX vs OAKIX Comparison Chart in %
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LYRWX vs. OAKIX commentary
Dec 28, 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 LYRWX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.2B vs. LYRWX (10.2M). LYRWX pays higher dividends than OAKIX: LYRWX (2.64) vs OAKIX (1.93). 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). OAKIX (29.69) and LYRWX (29.58) have marching annual gain over last year. LYRWX return over 5 years is better than : 38.14 vs. OAKIX (31.81).
| 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 | 29.812 | 29.948 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 14.2B | 0% |
| Annual Yield % from dividends | 2.64 | 1.93 | 136% |
| Returns for 1 year | 29.58 | 29.69 | 100% |
| Returns for 3 years | 43.86 | 46.96 | 93% |
| Returns for 5 years | 38.14 | 31.81 | 120% |
| Returns for 10 years | N/A | 62.34 | - |
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