OAKIX vs. BROIX
Compare and contrast key facts about Oakmark International Fund (OAKIX) and BlackRock Advantage International Fund (BROIX).
OAKIX is managed by Oakmark. It was launched on Sep 29, 1992. BROIX is managed by Blackrock. It was launched on Jan 31, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OAKIX or BROIX.
Correlation
The correlation between OAKIX and BROIX is 0.82, 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
OAKIX vs. BROIX - Performance Comparison
Key characteristics
OAKIX:
-0.39
BROIX:
0.56
OAKIX:
-0.44
BROIX:
0.85
OAKIX:
0.95
BROIX:
1.10
OAKIX:
-0.36
BROIX:
0.76
OAKIX:
-1.16
BROIX:
2.25
OAKIX:
5.01%
BROIX:
3.22%
OAKIX:
14.74%
BROIX:
13.00%
OAKIX:
-60.45%
BROIX:
-54.49%
OAKIX:
-15.92%
BROIX:
-9.50%
Returns By Period
In the year-to-date period, OAKIX achieves a -7.56% return, which is significantly lower than BROIX's 4.83% return. Over the past 10 years, OAKIX has underperformed BROIX with an annualized return of 3.12%, while BROIX has yielded a comparatively higher 5.74% annualized return.
OAKIX
-7.56%
-3.09%
-4.32%
-6.73%
1.27%
3.12%
BROIX
4.83%
-2.16%
-1.97%
6.30%
5.68%
5.74%
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OAKIX vs. BROIX - Expense Ratio Comparison
OAKIX has a 1.04% expense ratio, which is higher than BROIX's 0.50% expense ratio.
Risk-Adjusted Performance
OAKIX vs. BROIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark International Fund (OAKIX) and BlackRock Advantage International Fund (BROIX). 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
OAKIX vs. BROIX - Dividend Comparison
OAKIX has not paid dividends to shareholders, while BROIX's dividend yield for the trailing twelve months is around 1.87%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BROIX BlackRock Advantage International Fund | 1.87% | 2.71% | 3.37% | 3.31% | 1.72% | 2.67% | 2.69% | 0.72% | 2.09% | 0.79% | 1.80% | 0.00% |
Drawdowns
OAKIX vs. BROIX - Drawdown Comparison
The maximum OAKIX drawdown since its inception was -60.45%, which is greater than BROIX's maximum drawdown of -54.49%. Use the drawdown chart below to compare losses from any high point for OAKIX and BROIX. For additional features, visit the drawdowns tool.
Volatility
OAKIX vs. BROIX - Volatility Comparison
Oakmark International Fund (OAKIX) has a higher volatility of 5.00% compared to BlackRock Advantage International Fund (BROIX) at 3.59%. This indicates that OAKIX's price experiences larger fluctuations and is considered to be riskier than BROIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.