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OAKIX vs TBCUX
OAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUX
Oakmark International Investor
Price$33.60
Change-$0.07 (-0.21%)
VolumeN/A
Net Assets14.5B
Tweedy, Browne Intl Val II - Ccy UnH
Price$17.00
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets164.19M
OAKIX vs TBCUX Comparison Chart in %
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OAKIX vs. TBCUX commentary
Jan 17, 2026
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: 14.5B vs. TBCUX (164M). TBCUX pays higher dividends than OAKIX: TBCUX (2.34) vs OAKIX (1.84). 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 : 37.81 vs. TBCUX (24.40). OAKIX return over 5 years is better than : 35.56 vs. TBCUX (17.11).
| 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 | 3.385 | 3.595 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 164M | 8,841% |
| Annual Yield % from dividends | 1.84 | 2.34 | 79% |
| Returns for 1 year | 37.81 | 24.40 | 155% |
| Returns for 3 years | 39.28 | 11.02 | 357% |
| Returns for 5 years | 35.56 | 17.11 | 208% |
| Returns for 10 years | 94.35 | 64.26 | 147% |
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