OAKIX
Price
$29.81
Change
-$0.42 (-1.39%)
Updated
Jun 13 closing price
Net Assets
14.15B
SAHMX
Price
$15.44
Change
-$0.11 (-0.71%)
Updated
Jun 13 closing price
Net Assets
572.25M
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OAKIX vs SAHMX

Header iconOAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMXBanner chart's image
Oakmark International Investor
Price$29.81
Change-$0.42 (-1.39%)
VolumeN/A
Net Assets14.15B
SA International Value
Price$15.44
Change-$0.11 (-0.71%)
VolumeN/A
Net Assets572.25M
OAKIX vs SAHMX Comparison Chart
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OAKIX vs. SAHMX commentary
Jun 16, 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 Hold and SAHMX is a Buy.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. SAHMX (572M). SAHMX pays higher dividends than OAKIX: SAHMX (3.00) vs OAKIX (2.09). 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 (12.00). 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 : 20.30 vs. OAKIX (16.08). SAHMX return over 5 years is better than : 107.58 vs. OAKIX (66.13).
OAKIXSAHMXOAKIX / SAHMX
Total Expense Ratio1.050.90117%
Annual Report Gross Expense Ratio1.050.91115%
Fund Existence33 years26 years-
Gain YTD19.19220.62593%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.1B572M2,465%
Annual Yield % from dividends2.093.0070%
Returns for 1 year16.0820.3079%
Returns for 3 years36.1053.7767%
Returns for 5 years66.13107.5861%
Returns for 10 years29.7275.8639%
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