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OAKIX vs SVXFX
OAKIX vs SVXFX Comparison
Open Charts OAKIX vs SVXFX
Oakmark International Investor
Price$31.25
Change+$0.19 (+0.61%)
VolumeN/A
Net Assets14.33B
Smead International Value I1
Price$70.41
Change+$0.71 (+1.02%)
VolumeN/A
Net Assets189.65M
OAKIX vs SVXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. SVXFX (190M). SVXFX (2.04) and OAKIX (1.99) have matching dividends . OAKIX was incepted earlier than SVXFX: OAKIX (33 years) vs SVXFX (11 years). SVXFX (1.16) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. SVXFX (27.92). OAKIX has a lower initial minimum investment than SVXFX: OAKIX (0) vs SVXFX (1000000). SVXFX annual gain was more profitable for investors over the last year : 21.77 vs. OAKIX (14.22).
| OAKIX | SVXFX | OAKIX / SVXFX | |
| Total Expense Ratio | 1.05 | 1.15 | 91% |
| Annual Report Gross Expense Ratio | 1.05 | 1.16 | 91% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 24.950 | 29.145 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 190M | 7,526% |
| Annual Yield % from dividends | 1.99 | 2.04 | 98% |
| Returns for 1 year | 14.22 | 21.77 | 65% |
| Returns for 3 years | 68.82 | 82.40 | 84% |
| Returns for 5 years | 69.70 | N/A | - |
| Returns for 10 years | 61.70 | N/A | - |
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