OAKIX
Price
$31.68
Change
+$0.01 (+0.03%)
Updated
Jul 25 closing price
Net Assets
14.37B
OANIX
Price
$31.62
Change
+$0.01 (+0.03%)
Updated
Jul 25 closing price
Net Assets
14.37B
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OAKIX vs OANIX

Header iconOAKIX vs OANIX Comparison
Open Charts OAKIX vs OANIXBanner chart's image
Oakmark International Investor
Price$31.68
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets14.37B
Oakmark International Institutional
Price$31.62
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets14.37B
OAKIX vs OANIX Comparison Chart in %
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OAKIX vs. OANIX commentary
Jul 27, 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 (14.4B) and OANIX (14.4B) have equal amount of cash in the bank . OANIX pays higher dividends than OAKIX: OANIX (2.29) vs OAKIX (2.03). 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 (23.40) and OAKIX (23.13) have marching annual gain over last year. OANIX (67.38) and OAKIX (65.91) have equivalent 5 years return.
OAKIXOANIXOAKIX / OANIX
Total Expense Ratio1.050.81130%
Annual Report Gross Expense Ratio1.050.81130%
Fund Existence33 years9 years-
Gain YTD26.66926.83599%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B14.4B100%
Annual Yield % from dividends2.032.2989%
Returns for 1 year23.1323.4099%
Returns for 3 years46.3646.9899%
Returns for 5 years65.9167.3898%
Returns for 10 years39.43N/A-
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