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MKVBX vs OAKIX
MKVBX vs OAKIX Comparison
Open Charts MKVBX vs OAKIX
MFS International Large Cap Value A
Price$16.85
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets7.39B
Oakmark International Investor
Price$31.11
Change+$0.17 (+0.55%)
VolumeN/A
Net Assets14.09B
MKVBX vs OAKIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. MKVBX (7.39B). MKVBX pays higher dividends than OAKIX: MKVBX (2.28) vs OAKIX (2.05). MKVBX was incepted earlier than OAKIX: MKVBX (5 years) vs OAKIX (33 years). MKVBX (1.05) and OAKIX (1.05) have similar cost to investors . OAKIX is a more actively managed with annual turnover of: 32.00 vs. MKVBX (17.00). OAKIX has a lower initial minimum investment than MKVBX: OAKIX (0) vs MKVBX (1000). OAKIX (22.21) and MKVBX (21.98) have marching annual gain over last year. MKVBX return over 5 years is better than : 72.00 vs. OAKIX (58.92).
| MKVBX | OAKIX | MKVBX / OAKIX | |
| Total Expense Ratio | 0.98 | 1.05 | 93% |
| Annual Report Gross Expense Ratio | 1.05 | 1.05 | 100% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 29.516 | 24.390 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.39B | 14.1B | 52% |
| Annual Yield % from dividends | 2.28 | 2.05 | 111% |
| Returns for 1 year | 21.98 | 22.21 | 99% |
| Returns for 3 years | 49.92 | 37.52 | 133% |
| Returns for 5 years | 72.00 | 58.92 | 122% |
| Returns for 10 years | N/A | 38.96 | - |
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