OAKIX
Price
$32.02
Change
+$0.13 (+0.41%)
Updated
Dec 2 closing price
Net Assets
14.23B
OANIX
Price
$31.99
Change
+$0.12 (+0.38%)
Updated
Dec 2 closing price
Net Assets
14.23B
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OAKIX vs OANIX

Header iconOAKIX vs OANIX Comparison
Open Charts OAKIX vs OANIXBanner chart's image
Oakmark International Investor
Price$32.02
Change+$0.13 (+0.41%)
VolumeN/A
Net Assets14.23B
Oakmark International Institutional
Price$31.99
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets14.23B
OAKIX vs OANIX Comparison Chart in %
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OAKIX vs. OANIX commentary
Dec 04, 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 StrongBuy and OANIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OAKIX (14.2B) and OANIX (14.2B) have equal amount of cash in the bank . OANIX pays higher dividends than OAKIX: OANIX (2.18) vs OAKIX (1.93). 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 (26.59) and OAKIX (26.25) have marching annual gain over last year. OANIX (32.97) and OAKIX (31.74) have equivalent 5 years return.
OAKIXOANIXOAKIX / OANIX
Total Expense Ratio1.050.81130%
Annual Report Gross Expense Ratio1.050.81130%
Fund Existence33 years9 years-
Gain YTD27.50927.83899%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.2B14.2B100%
Annual Yield % from dividends1.932.1889%
Returns for 1 year26.2526.5999%
Returns for 3 years36.6837.3198%
Returns for 5 years31.7432.9796%
Returns for 10 years50.07N/A-
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