OAKIX
Price
$33.45
Change
+$1.55 (+4.86%)
Updated
Feb 3 closing price
Net Assets
14.6B
SAHMX
Price
$18.84
Change
+$1.99 (+11.81%)
Updated
Feb 3 closing price
Net Assets
644.1M
Interact to see
Advertisement

OAKIX vs SAHMX

Header iconOAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMXBanner chart's image
Oakmark International Investor
Price$33.45
Change+$1.55 (+4.86%)
VolumeN/A
Net Assets14.6B
SA International Value
Price$18.84
Change+$1.99 (+11.81%)
VolumeN/A
Net Assets644.1M
OAKIX vs SAHMX Comparison Chart in %
View a ticker or compare two or three
VS
OAKIX vs. SAHMX commentary
Feb 04, 2026

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 SAHMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. SAHMX (644M). SAHMX pays higher dividends than OAKIX: SAHMX (2.78) vs OAKIX (1.80). OAKIX was incepted earlier than SAHMX: OAKIX (33 years) vs SAHMX (27 years). OAKIX (1.05) is less costly to investors than SAHMX (0.91). OAKIX is a more actively managed with annual turnover of: 51.00 vs. SAHMX (9.00). OAKIX has a lower initial minimum investment than SAHMX: OAKIX (0) vs SAHMX (100000). SAHMX annual gain was more profitable for investors over the last year : 46.89 vs. OAKIX (30.78). SAHMX return over 5 years is better than : 106.39 vs. OAKIX (34.40).
OAKIXSAHMXOAKIX / SAHMX
Total Expense Ratio1.050.91115%
Annual Report Gross Expense Ratio1.050.91115%
Fund Existence33 years27 years-
Gain YTD2.9237.71938%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.6B644M2,267%
Annual Yield % from dividends1.802.7865%
Returns for 1 year30.7846.8966%
Returns for 3 years33.9673.4746%
Returns for 5 years34.40106.3932%
Returns for 10 years93.99191.9849%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FINS13.300.03
+0.23%
Angel Oak Financial Strategies Income Term Trust
MBBB21.680.02
+0.08%
VanEck Mdy's Aly BBB Corp Bd ETF
IBDR24.210.01
+0.04%
iShares iBonds Dec 2026 Term Corp ETF
ABXB19.71N/A
+0.01%
Abacus Flexible Bond Leaders ETF
FNGG186.54-5.41
-2.82%
Direxion Daily NYSE FANG+ Bull 2X Shares