OAKIX
Price
$32.30
Change
-$0.04 (-0.12%)
Updated
Nov 13 closing price
Net Assets
14.38B
SAHMX
Price
$17.67
Change
+$0.02 (+0.11%)
Updated
Nov 13 closing price
Net Assets
612.01M
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OAKIX vs SAHMX

Header iconOAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMXBanner chart's image
Oakmark International Investor
Price$32.30
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets14.38B
SA International Value
Price$17.67
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets612.01M
OAKIX vs SAHMX Comparison Chart in %
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OAKIX vs. SAHMX commentary
Nov 14, 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.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. SAHMX (612M). SAHMX pays higher dividends than OAKIX: SAHMX (2.69) vs OAKIX (1.94). 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 : 36.08 vs. OAKIX (30.76). SAHMX return over 5 years is better than : 110.16 vs. OAKIX (46.43).
OAKIXSAHMXOAKIX / SAHMX
Total Expense Ratio1.050.90117%
Annual Report Gross Expense Ratio1.050.91115%
Fund Existence33 years26 years-
Gain YTD29.30837.89177%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B612M2,353%
Annual Yield % from dividends1.942.6972%
Returns for 1 year30.7636.0885%
Returns for 3 years42.5373.1558%
Returns for 5 years46.43110.1642%
Returns for 10 years53.46128.8441%
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