OAKIX
Price
$30.86
Change
-$0.06 (-0.19%)
Updated
Jul 3 closing price
Net Assets
14.37B
OAYIX
Price
$30.80
Change
-$0.06 (-0.19%)
Updated
Jul 3 closing price
Net Assets
14.37B
Interact to see
Advertisement

OAKIX vs OAYIX

Header iconOAKIX vs OAYIX Comparison
Open Charts OAKIX vs OAYIXBanner chart's image
Oakmark International Investor
Price$30.86
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets14.37B
Oakmark International Advisor
Price$30.80
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets14.37B
OAKIX vs OAYIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OAKIX vs. OAYIX commentary
Jul 07, 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 OAYIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
OAKIX (14.4B) and OAYIX (14.4B) have equal amount of cash in the bank . OAYIX pays higher dividends than OAKIX: OAYIX (2.21) vs OAKIX (2.03). OAKIX was incepted earlier than OAYIX: OAKIX (33 years) vs OAYIX (9 years). OAKIX (1.05) is less costly to investors than OAYIX (0.88). OAKIX (32.00) and OAYIX (32.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than OAYIX: OAKIX (0) vs OAYIX (100000). OAYIX (20.98) and OAKIX (20.77) have marching annual gain over last year. OAYIX (68.05) and OAKIX (67.07) have equivalent 5 years return.
OAKIXOAYIXOAKIX / OAYIX
Total Expense Ratio1.050.88119%
Annual Report Gross Expense Ratio1.050.88119%
Fund Existence33 years9 years-
Gain YTD23.39123.496100%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B14.4B100%
Annual Yield % from dividends2.032.2192%
Returns for 1 year20.7720.9899%
Returns for 3 years41.2641.6899%
Returns for 5 years67.0768.0599%
Returns for 10 years37.11N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ECFGX23.990.27
+1.14%
Eaton Vance Focused Growth Opps C
ELCRX41.380.45
+1.10%
Eaton Vance Growth R
FTGRX28.490.24
+0.85%
Fidelity Advisor Mega Cap Stock M
JSIVX23.470.16
+0.69%
Janus Henderson Small Cap Value L
CNPAX68.930.38
+0.55%
American Funds New Perspective 529A