Correlation
The correlation between CIVVX and OAKIX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
CIVVX vs. OAKIX
Compare and contrast key facts about Causeway International Value Fund (CIVVX) and Oakmark International Fund (OAKIX).
CIVVX is managed by Causeway. It was launched on Oct 25, 2001. 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: CIVVX or OAKIX.
Performance
CIVVX vs. OAKIX - Performance Comparison
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Key characteristics
CIVVX:
0.35
OAKIX:
0.65
CIVVX:
0.51
OAKIX:
0.94
CIVVX:
1.07
OAKIX:
1.12
CIVVX:
0.30
OAKIX:
0.64
CIVVX:
0.76
OAKIX:
1.84
CIVVX:
7.40%
OAKIX:
5.91%
CIVVX:
19.31%
OAKIX:
19.07%
CIVVX:
-70.48%
OAKIX:
-60.45%
CIVVX:
-1.23%
OAKIX:
-0.07%
Returns By Period
The year-to-date returns for both investments are quite close, with CIVVX having a 17.33% return and OAKIX slightly higher at 17.95%. Over the past 10 years, CIVVX has outperformed OAKIX with an annualized return of 5.01%, while OAKIX has yielded a comparatively lower 4.42% annualized return.
CIVVX
17.33%
5.47%
7.62%
5.96%
11.56%
14.10%
5.01%
OAKIX
17.95%
6.38%
16.88%
11.44%
7.75%
12.27%
4.42%
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CIVVX vs. OAKIX - Expense Ratio Comparison
CIVVX has a 1.10% expense ratio, which is higher than OAKIX's 1.04% expense ratio.
Risk-Adjusted Performance
CIVVX vs. OAKIX — Risk-Adjusted Performance Rank
CIVVX
OAKIX
CIVVX vs. OAKIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Causeway International Value Fund (CIVVX) 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.
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Dividends
CIVVX vs. OAKIX - Dividend Comparison
CIVVX's dividend yield for the trailing twelve months is around 7.73%, more than OAKIX's 2.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIVVX Causeway International Value Fund | 7.73% | 9.07% | 3.39% | 1.54% | 1.60% | 1.11% | 4.42% | 3.31% | 1.73% | 1.69% | 1.70% | 2.31% |
OAKIX Oakmark International Fund | 2.09% | 2.46% | 1.84% | 2.97% | 1.23% | 0.33% | 1.81% | 7.15% | 3.05% | 1.48% | 5.06% | 6.74% |
Drawdowns
CIVVX vs. OAKIX - Drawdown Comparison
The maximum CIVVX drawdown since its inception was -70.48%, which is greater than OAKIX's maximum drawdown of -60.45%. Use the drawdown chart below to compare losses from any high point for CIVVX and OAKIX.
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Volatility
CIVVX vs. OAKIX - Volatility Comparison
Causeway International Value Fund (CIVVX) has a higher volatility of 3.81% compared to Oakmark International Fund (OAKIX) at 3.44%. This indicates that CIVVX's price experiences larger fluctuations and is considered to be riskier than OAKIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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