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OAKIX vs OANIX
OAKIX vs OANIX Comparison
Open Charts OAKIX vs OANIX
Oakmark International Investor
Price$31.25
Change+$0.22 (+0.71%)
VolumeN/A
Net Assets14.33B
Oakmark International Institutional
Price$31.21
Change+$0.54 (+1.76%)
VolumeN/A
Net Assets14.33B
OAKIX vs OANIX Comparison Chart in %
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OAKIX vs. OANIX commentary
Sep 09, 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 OAKIX is a Hold and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX (14.3B) and OANIX (14.3B) have equal amount of cash in the bank . OANIX pays higher dividends than OAKIX: OANIX (2.24) vs OAKIX (1.99). OAKIX was incepted earlier than OANIX: OAKIX (33 years) vs OANIX (9 years). OAKIX (1.05) is less costly to investors than OANIX (0.81). OAKIX (32.00) and OANIX (32.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than OANIX: OAKIX (0) vs OANIX (250000). OANIX (18.52) and OAKIX (18.23) have marching annual gain over last year. OANIX (57.68) and OAKIX (56.33) have equivalent 5 years return.
| OAKIX | OANIX | OAKIX / OANIX | |
| Total Expense Ratio | 1.05 | 0.81 | 130% |
| Annual Report Gross Expense Ratio | 1.05 | 0.81 | 130% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 24.070 | 24.268 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 14.3B | 100% |
| Annual Yield % from dividends | 1.99 | 2.24 | 89% |
| Returns for 1 year | 18.23 | 18.52 | 98% |
| Returns for 3 years | 51.83 | 52.45 | 99% |
| Returns for 5 years | 56.33 | 57.68 | 98% |
| Returns for 10 years | 49.01 | N/A | - |
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