ACINX vs. OAKIX

In the year-to-date period, ACINX achieves a 12.76% return, which is significantly lower than OAKIX's 18.67% return. Over the past 10 years, ACINX has underperformed OAKIX with an annualized return of 3.77%, while OAKIX has yielded a comparatively higher 4.61% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ACINX has a 0.97% expense ratio, which is lower than OAKIX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn International Fund (ACINX) and Oakmark International Fund (OAKIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current ACINX Sharpe Ratio is 0.31, which is lower than the OAKIX Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of ACINX and OAKIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACINX's dividend yield for the trailing twelve months is around 10.37%, more than OAKIX's 2.08% yield.

The maximum ACINX drawdown since its inception was -60.21%, roughly equal to the maximum OAKIX drawdown of -60.45%. Use the drawdown chart below to compare losses from any high point for ACINX and OAKIX.

Columbia Acorn International Fund (ACINX) and Oakmark International Fund (OAKIX) have volatilities of 3.66% and 3.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.