BROIX vs. OAKIX
Compare and contrast key facts about BlackRock Advantage International Fund (BROIX) and Oakmark International Fund (OAKIX).
BROIX is managed by Blackrock. It was launched on Jan 31, 2006. OAKIX is managed by Oakmark. It was launched on Sep 29, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BROIX or OAKIX.
Key characteristics
| BROIX | OAKIX | |
|---|---|---|
| YTD Return | 8.15% | 3.39% |
| 1Y Return | 16.09% | 5.95% |
| 3Y Return (Ann) | 4.84% | -0.69% |
| 5Y Return (Ann) | 8.40% | 6.13% |
| 10Y Return (Ann) | 6.09% | 3.67% |
| Sharpe Ratio | 1.31 | 0.47 |
| Daily Std Dev | 12.10% | 14.50% |
| Max Drawdown | -54.49% | -60.45% |
| Current Drawdown | -0.26% | -5.95% |
Correlation
The correlation between BROIX and OAKIX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BROIX vs. OAKIX - Performance Comparison
In the year-to-date period, BROIX achieves a 8.15% return, which is significantly higher than OAKIX's 3.39% return. Over the past 10 years, BROIX has outperformed OAKIX with an annualized return of 6.09%, while OAKIX has yielded a comparatively lower 3.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BROIX vs. OAKIX - Expense Ratio Comparison
BROIX has a 0.50% expense ratio, which is lower than OAKIX's 1.04% expense ratio.
Risk-Adjusted Performance
BROIX vs. OAKIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage International Fund (BROIX) 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.
Dividends
BROIX vs. OAKIX - Dividend Comparison
BROIX's dividend yield for the trailing twelve months is around 2.50%, more than OAKIX's 1.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BROIX BlackRock Advantage International Fund | 2.50% | 2.71% | 3.37% | 8.52% | 1.72% | 2.67% | 2.69% | 0.72% | 2.09% | 0.79% | 1.79% | 0.00% |
OAKIX Oakmark International Fund | 1.78% | 1.85% | 2.97% | 1.23% | 0.33% | 1.81% | 7.53% | 3.19% | 1.73% | 5.28% | 6.89% | 2.84% |
Drawdowns
BROIX vs. OAKIX - Drawdown Comparison
The maximum BROIX drawdown since its inception was -54.49%, smaller than the maximum OAKIX drawdown of -60.45%. Use the drawdown chart below to compare losses from any high point for BROIX and OAKIX. For additional features, visit the drawdowns tool.
Volatility
BROIX vs. OAKIX - Volatility Comparison
BlackRock Advantage International Fund (BROIX) and Oakmark International Fund (OAKIX) have volatilities of 3.29% and 3.37%, 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.