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OAKIX vs SAHMX
OAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMX
Oakmark International Investor
Price$31.25
Change+$0.22 (+0.71%)
VolumeN/A
Net Assets14.33B
SA International Value
Price$16.81
Change+$0.14 (+0.84%)
VolumeN/A
Net Assets595.2M
OAKIX vs SAHMX Comparison Chart in %
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OAKIX vs. SAHMX commentary
Sep 10, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. SAHMX (595M). SAHMX pays higher dividends than OAKIX: SAHMX (2.74) vs OAKIX (1.99). 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 : 27.14 vs. OAKIX (20.73). SAHMX return over 5 years is better than : 113.56 vs. OAKIX (58.80).
| OAKIX | SAHMX | OAKIX / SAHMX | |
| Total Expense Ratio | 1.05 | 0.90 | 117% |
| Annual Report Gross Expense Ratio | 1.05 | 0.91 | 115% |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | 24.950 | 31.328 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 595M | 2,403% |
| Annual Yield % from dividends | 1.99 | 2.74 | 73% |
| Returns for 1 year | 20.73 | 27.14 | 76% |
| Returns for 3 years | 47.91 | 72.96 | 66% |
| Returns for 5 years | 58.80 | 113.56 | 52% |
| Returns for 10 years | 49.67 | 116.03 | 43% |
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