OAKIX
Price
$32.02
Change
+$0.03 (+0.09%)
Updated
Oct 17 closing price
Net Assets
14.56B
TBCUX
Price
$17.28
Change
+$0.04 (+0.23%)
Updated
Oct 17 closing price
Net Assets
186.18M
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OAKIX vs TBCUX

Header iconOAKIX vs TBCUX Comparison
Open Charts OAKIX vs TBCUXBanner chart's image
Oakmark International Investor
Price$32.02
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets14.56B
Tweedy, Browne Intl Val II - Ccy UnH
Price$17.28
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets186.18M
OAKIX vs TBCUX Comparison Chart in %
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OAKIX vs. TBCUX commentary
Oct 19, 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.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. TBCUX (186M). OAKIX (1.95) and TBCUX (1.87) 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: 32.00 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 : 20.74 vs. TBCUX (-1.04). OAKIX return over 5 years is better than : 64.92 vs. TBCUX (37.48).
OAKIXTBCUXOAKIX / TBCUX
Total Expense Ratio1.051.4274%
Annual Report Gross Expense Ratio1.051.4373%
Fund Existence33 years16 years-
Gain YTD28.02923.165121%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets14.6B186M7,849%
Annual Yield % from dividends1.951.87105%
Returns for 1 year20.74-1.04-1,994%
Returns for 3 years63.1832.56194%
Returns for 5 years64.9237.48173%
Returns for 10 years50.4946.22109%
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