Interact to see
Advertisement
Advertisement
OAKIX vs SAHMX
OAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMX
Oakmark International Investor
Price$30.86
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets14.37B
SA International Value
Price$15.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets579.03M
OAKIX vs SAHMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. SAHMX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. SAHMX (579M). SAHMX pays higher dividends than OAKIX: SAHMX (2.91) vs OAKIX (2.03). 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 (21.25) and OAKIX (20.77) have marching annual gain over last year. SAHMX return over 5 years is better than : 110.77 vs. OAKIX (67.07).
| 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 | 23.391 | 23.594 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 579M | 2,487% |
| Annual Yield % from dividends | 2.03 | 2.91 | 70% |
| Returns for 1 year | 20.77 | 21.25 | 98% |
| Returns for 3 years | 41.26 | 63.68 | 65% |
| Returns for 5 years | 67.07 | 110.77 | 61% |
| Returns for 10 years | 37.11 | 86.00 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement