OAKIX
Price
$32.17
Change
+$0.15 (+0.47%)
Updated
Dec 3 closing price
Net Assets
14.23B
SAHMX
Price
$17.78
Change
+$0.03 (+0.17%)
Updated
Dec 3 closing price
Net Assets
610.72M
Interact to see
Advertisement

OAKIX vs SAHMX

Header iconOAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMXBanner chart's image
Oakmark International Investor
Price$32.17
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets14.23B
SA International Value
Price$17.78
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets610.72M
OAKIX vs SAHMX Comparison Chart in %
View a ticker or compare two or three
VS
OAKIX vs. SAHMX 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 SAHMX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.2B vs. SAHMX (611M). SAHMX pays higher dividends than OAKIX: SAHMX (2.58) vs OAKIX (1.93). OAKIX was incepted earlier than SAHMX: OAKIX (33 years) vs SAHMX (26 years). OAKIX (1.05) is less costly to investors than SAHMX (0.91). OAKIX is a more actively managed with annual turnover of: 32.00 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 : 34.98 vs. OAKIX (26.25). SAHMX return over 5 years is better than : 95.40 vs. OAKIX (31.74).
OAKIXSAHMXOAKIX / SAHMX
Total Expense Ratio1.050.90117%
Annual Report Gross Expense Ratio1.050.91115%
Fund Existence33 years26 years-
Gain YTD27.50938.20372%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.2B611M2,324%
Annual Yield % from dividends1.932.5875%
Returns for 1 year26.2534.9875%
Returns for 3 years36.6868.5154%
Returns for 5 years31.7495.4033%
Returns for 10 years50.07128.0039%
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 %
BOND93.360.16
+0.17%
PIMCO Active Bond ETF
RVNU24.83N/A
N/A
Xtrackers Municipal Infras Rev Bd ETF
NXTI32.28N/A
N/A
Simplify Next Intangible Core Index ETF
PSCD105.50-0.56
-0.52%
Invesco S&P SmallCap Cnsmr Discret ETF
CCD21.04-0.15
-0.71%
Calamos Dynamic Convertible & Income Fund