GSINX vs. OAKIX
Compare and contrast key facts about Goldman Sachs GQG Partners International Opportunities Fund (GSINX) and Oakmark International Fund (OAKIX).
GSINX is managed by Goldman Sachs. It was launched on Dec 14, 2016. 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: GSINX or OAKIX.
Correlation
The correlation between GSINX and OAKIX is 0.62, 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.
Performance
GSINX vs. OAKIX - Performance Comparison
Key characteristics
GSINX:
-0.04
OAKIX:
0.44
GSINX:
0.05
OAKIX:
0.76
GSINX:
1.01
OAKIX:
1.10
GSINX:
-0.04
OAKIX:
0.50
GSINX:
-0.09
OAKIX:
1.35
GSINX:
8.28%
OAKIX:
6.27%
GSINX:
16.56%
OAKIX:
19.16%
GSINX:
-28.80%
OAKIX:
-67.72%
GSINX:
-7.80%
OAKIX:
-4.26%
Returns By Period
The year-to-date returns for both investments are quite close, with GSINX having a 10.27% return and OAKIX slightly higher at 10.60%.
GSINX
10.27%
1.80%
-2.90%
-1.46%
10.98%
N/A
OAKIX
10.60%
0.84%
5.27%
6.65%
11.88%
2.69%
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GSINX vs. OAKIX - Expense Ratio Comparison
GSINX has a 0.89% expense ratio, which is lower than OAKIX's 1.04% expense ratio.
Risk-Adjusted Performance
GSINX vs. OAKIX — Risk-Adjusted Performance Rank
GSINX
OAKIX
GSINX vs. OAKIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs GQG Partners International Opportunities Fund (GSINX) 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
GSINX vs. OAKIX - Dividend Comparison
GSINX's dividend yield for the trailing twelve months is around 1.98%, less than OAKIX's 2.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSINX Goldman Sachs GQG Partners International Opportunities Fund | 1.98% | 2.19% | 2.27% | 4.79% | 2.13% | 0.08% | 0.57% | 0.43% | 0.12% | 0.06% | 0.00% | 0.00% |
OAKIX Oakmark International Fund | 2.23% | 2.46% | 1.84% | 2.97% | 1.23% | 0.33% | 1.81% | 2.14% | 1.35% | 1.48% | 2.32% | 2.16% |
Drawdowns
GSINX vs. OAKIX - Drawdown Comparison
The maximum GSINX drawdown since its inception was -28.80%, smaller than the maximum OAKIX drawdown of -67.72%. Use the drawdown chart below to compare losses from any high point for GSINX and OAKIX. For additional features, visit the drawdowns tool.
Volatility
GSINX vs. OAKIX - Volatility Comparison
The current volatility for Goldman Sachs GQG Partners International Opportunities Fund (GSINX) is 9.90%, while Oakmark International Fund (OAKIX) has a volatility of 11.55%. This indicates that GSINX 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.