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MKVFX vs OAKIX
MKVFX vs OAKIX Comparison
Open Charts MKVFX vs OAKIX
MFS International Large Cap Value R3
Price$16.63
Change+$0.11 (+0.67%)
VolumeN/A
Net Assets7.16B
Oakmark International Investor
Price$31.03
Change+$0.32 (+1.04%)
VolumeN/A
Net Assets14.33B
MKVFX vs OAKIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. MKVFX (7.16B). MKVFX pays higher dividends than OAKIX: MKVFX (2.20) vs OAKIX (1.99). MKVFX was incepted earlier than OAKIX: MKVFX (5 years) vs OAKIX (33 years). MKVFX (1.05) and OAKIX (1.05) have similar cost to investors . OAKIX is a more actively managed with annual turnover of: 32.00 vs. MKVFX (22.00). MKVFX (0) and OAKIX (0) have matching initial minimum investment requirements. OAKIX annual gain was more profitable for investors over the last year : 18.23 vs. MKVFX (16.79). MKVFX return over 5 years is better than : 73.28 vs. OAKIX (56.33).
| MKVFX | OAKIX | MKVFX / 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 | 27.433 | 24.070 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.16B | 14.3B | 50% |
| Annual Yield % from dividends | 2.20 | 1.99 | 111% |
| Returns for 1 year | 16.79 | 18.23 | 92% |
| Returns for 3 years | 62.41 | 51.83 | 120% |
| Returns for 5 years | 73.28 | 56.33 | 130% |
| Returns for 10 years | N/A | 49.01 | - |
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