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OAKIX vs SAHMX
OAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMX
Oakmark International Investor
Price$31.11
Change+$0.17 (+0.55%)
VolumeN/A
Net Assets14.09B
SA International Value
Price$16.65
Change+$0.12 (+0.73%)
VolumeN/A
Net Assets599.75M
OAKIX vs SAHMX Comparison Chart in %
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OAKIX vs. SAHMX commentary
Aug 17, 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 Buy and SAHMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. SAHMX (600M). SAHMX pays higher dividends than OAKIX: SAHMX (2.90) vs OAKIX (2.05). 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 : 27.99 vs. OAKIX (22.21). SAHMX return over 5 years is better than : 111.07 vs. OAKIX (58.92).
| 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 | 24.390 | 30.078 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 600M | 2,350% |
| Annual Yield % from dividends | 2.05 | 2.90 | 71% |
| Returns for 1 year | 22.21 | 27.99 | 79% |
| Returns for 3 years | 37.52 | 63.63 | 59% |
| Returns for 5 years | 58.92 | 111.07 | 53% |
| Returns for 10 years | 38.96 | 98.96 | 39% |
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