IGAAX vs. OAKMX
Compare and contrast key facts about American Funds International Growth and Income Fund Class A (IGAAX) and Oakmark Fund Investor Class (OAKMX).
IGAAX is managed by American Funds. It was launched on Oct 1, 2008. OAKMX is managed by Oakmark. It was launched on Aug 5, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGAAX or OAKMX.
Correlation
The correlation between IGAAX and OAKMX is 0.76, 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
IGAAX vs. OAKMX - Performance Comparison
Key characteristics
IGAAX:
0.92
OAKMX:
1.63
IGAAX:
1.32
OAKMX:
2.35
IGAAX:
1.17
OAKMX:
1.29
IGAAX:
0.98
OAKMX:
2.92
IGAAX:
2.79
OAKMX:
7.03
IGAAX:
3.92%
OAKMX:
2.94%
IGAAX:
11.89%
OAKMX:
12.69%
IGAAX:
-35.79%
OAKMX:
-61.02%
IGAAX:
-2.18%
OAKMX:
-1.55%
Returns By Period
In the year-to-date period, IGAAX achieves a 7.16% return, which is significantly higher than OAKMX's 4.66% return. Over the past 10 years, IGAAX has underperformed OAKMX with an annualized return of 4.02%, while OAKMX has yielded a comparatively higher 9.74% annualized return.
IGAAX
7.16%
5.69%
1.16%
8.83%
3.86%
4.02%
OAKMX
4.66%
1.24%
8.79%
18.35%
15.24%
9.74%
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IGAAX vs. OAKMX - Expense Ratio Comparison
Both IGAAX and OAKMX have an expense ratio of 0.91%.
Risk-Adjusted Performance
IGAAX vs. OAKMX — Risk-Adjusted Performance Rank
IGAAX
OAKMX
IGAAX vs. OAKMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund Class A (IGAAX) and Oakmark Fund Investor Class (OAKMX). 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
IGAAX vs. OAKMX - Dividend Comparison
IGAAX's dividend yield for the trailing twelve months is around 2.45%, more than OAKMX's 1.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | 2.45% | 2.62% | 2.29% | 2.84% | 2.52% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% | 7.19% |
OAKMX Oakmark Fund Investor Class | 1.07% | 1.12% | 1.02% | 0.92% | 0.52% | 0.17% | 0.81% | 0.73% | 0.47% | 1.06% | 0.95% | 0.64% |
Drawdowns
IGAAX vs. OAKMX - Drawdown Comparison
The maximum IGAAX drawdown since its inception was -35.79%, smaller than the maximum OAKMX drawdown of -61.02%. Use the drawdown chart below to compare losses from any high point for IGAAX and OAKMX. For additional features, visit the drawdowns tool.
Volatility
IGAAX vs. OAKMX - Volatility Comparison
American Funds International Growth and Income Fund Class A (IGAAX) has a higher volatility of 3.13% compared to Oakmark Fund Investor Class (OAKMX) at 2.76%. This indicates that IGAAX's price experiences larger fluctuations and is considered to be riskier than OAKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.