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.
Correlation
The correlation between CIVVX and OAKIX is 0.90, 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
CIVVX vs. OAKIX - Performance Comparison
Key characteristics
CIVVX:
0.20
OAKIX:
-0.47
CIVVX:
0.35
OAKIX:
-0.55
CIVVX:
1.04
OAKIX:
0.94
CIVVX:
0.25
OAKIX:
-0.43
CIVVX:
0.68
OAKIX:
-1.35
CIVVX:
3.76%
OAKIX:
5.08%
CIVVX:
12.96%
OAKIX:
14.70%
CIVVX:
-61.07%
OAKIX:
-60.45%
CIVVX:
-10.38%
OAKIX:
-16.02%
Returns By Period
In the year-to-date period, CIVVX achieves a 2.73% return, which is significantly higher than OAKIX's -7.68% return. Over the past 10 years, CIVVX has outperformed OAKIX with an annualized return of 4.91%, while OAKIX has yielded a comparatively lower 3.07% annualized return.
CIVVX
2.73%
-1.29%
-1.97%
5.22%
6.52%
4.91%
OAKIX
-7.68%
-2.71%
-4.73%
-5.99%
1.24%
3.07%
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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 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.
Dividends
CIVVX vs. OAKIX - Dividend Comparison
Neither CIVVX nor OAKIX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIVVX Causeway International Value Fund | 0.00% | 1.63% | 1.54% | 1.60% | 1.11% | 2.95% | 2.51% | 1.73% | 1.69% | 1.70% | 2.31% | 0.82% |
OAKIX Oakmark International Fund | 0.00% | 1.84% | 2.97% | 1.23% | 0.33% | 1.81% | 2.14% | 1.35% | 1.48% | 2.32% | 2.16% | 1.66% |
Drawdowns
CIVVX vs. OAKIX - Drawdown Comparison
The maximum CIVVX drawdown since its inception was -61.07%, roughly equal to the maximum OAKIX drawdown of -60.45%. Use the drawdown chart below to compare losses from any high point for CIVVX and OAKIX. For additional features, visit the drawdowns tool.
Volatility
CIVVX vs. OAKIX - Volatility Comparison
The current volatility for Causeway International Value Fund (CIVVX) is 3.45%, while Oakmark International Fund (OAKIX) has a volatility of 4.98%. This indicates that CIVVX experiences smaller price fluctuations and is considered to be less risky than OAKIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.