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MKVBX vs OAKIX
MKVBX vs OAKIX Comparison
Open Charts MKVBX vs OAKIX
MFS International Large Cap Value A
Price$16.57
Change+$0.10 (+0.61%)
VolumeN/A
Net Assets7.2B
Oakmark International Investor
Price$31.03
Change+$0.32 (+1.04%)
VolumeN/A
Net Assets14.33B
MKVBX vs OAKIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. MKVBX (7.2B). MKVBX pays higher dividends than OAKIX: MKVBX (2.19) vs OAKIX (1.99). 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 (22.00). OAKIX has a lower initial minimum investment than MKVBX: OAKIX (0) vs MKVBX (1000). OAKIX annual gain was more profitable for investors over the last year : 18.23 vs. MKVBX (17.24). MKVBX return over 5 years is better than : 71.14 vs. OAKIX (56.33).
| 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 | 27.902 | 24.070 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.2B | 14.3B | 50% |
| Annual Yield % from dividends | 2.19 | 1.99 | 110% |
| Returns for 1 year | 17.24 | 18.23 | 95% |
| Returns for 3 years | 60.41 | 51.83 | 117% |
| Returns for 5 years | 71.14 | 56.33 | 126% |
| Returns for 10 years | N/A | 49.01 | - |
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