HLMIX vs. OAKIX

In the year-to-date period, HLMIX achieves a 10.28% return, which is significantly lower than OAKIX's 13.91% return. Over the past 10 years, HLMIX has outperformed OAKIX with an annualized return of 5.08%, while OAKIX has yielded a comparatively lower 2.97% annualized return.

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

HLMIX has a 0.79% expense ratio, which is lower than OAKIX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Harding Loevner International Equity Portfolio (HLMIX) 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 HLMIX Sharpe Ratio is 0.23, which is lower than the OAKIX Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of HLMIX 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.

HLMIX's dividend yield for the trailing twelve months is around 1.92%, less than OAKIX's 2.16% yield.

The maximum HLMIX drawdown since its inception was -65.37%, roughly equal to the maximum OAKIX drawdown of -67.72%. Use the drawdown chart below to compare losses from any high point for HLMIX and OAKIX. For additional features, visit the drawdowns tool.