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OAKIX vs TBCUX
OAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUX
Oakmark International Investor
Price$32.50
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets14.23B
Tweedy, Browne Intl Val II - Ccy UnH
Price$16.42
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets158.74M
OAKIX vs TBCUX Comparison Chart in %
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OAKIX vs. TBCUX commentary
Dec 27, 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 TBCUX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.2B vs. TBCUX (159M). OAKIX (1.93) and TBCUX (1.85) have matching dividends . OAKIX was incepted earlier than TBCUX: OAKIX (33 years) vs TBCUX (16 years). TBCUX (1.43) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 51.00 vs. TBCUX (13.00). OAKIX has a lower initial minimum investment than TBCUX: OAKIX (0) vs TBCUX (2500). OAKIX annual gain was more profitable for investors over the last year : 29.83 vs. TBCUX (17.14). OAKIX return over 5 years is better than : 31.32 vs. TBCUX (14.53).
| OAKIX | TBCUX | OAKIX / TBCUX | |
| Total Expense Ratio | 1.05 | 1.42 | 74% |
| Annual Report Gross Expense Ratio | 1.05 | 1.43 | 73% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 29.468 | 16.892 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 159M | 8,931% |
| Annual Yield % from dividends | 1.93 | 1.85 | 104% |
| Returns for 1 year | 29.83 | 17.14 | 174% |
| Returns for 3 years | 47.18 | 10.87 | 434% |
| Returns for 5 years | 31.32 | 14.53 | 216% |
| Returns for 10 years | 62.65 | 42.85 | 146% |
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