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OAKIX vs OAYIX
OAKIX vs OAYIX Comparison
Open Charts OAKIX vs OAYIX
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 %
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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.
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.
| OAKIX | OAYIX | OAKIX / OAYIX | |
| Total Expense Ratio | 1.05 | 0.88 | 119% |
| Annual Report Gross Expense Ratio | 1.05 | 0.88 | 119% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 23.391 | 23.496 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 14.4B | 100% |
| Annual Yield % from dividends | 2.03 | 2.21 | 92% |
| Returns for 1 year | 20.77 | 20.98 | 99% |
| Returns for 3 years | 41.26 | 41.68 | 99% |
| Returns for 5 years | 67.07 | 68.05 | 99% |
| Returns for 10 years | 37.11 | N/A | - |
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