OAKIX vs. BROIX

The year-to-date returns for both stocks are quite close, with OAKIX having a 17.99% return and BROIX slightly lower at 17.62%. Over the past 10 years, OAKIX has underperformed BROIX with an annualized return of 3.19%, while BROIX has yielded a comparatively higher 6.13% annualized return.

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OAKIX has a 1.04% expense ratio, which is higher than BROIX's 0.50% expense ratio.

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.

The current OAKIX Sharpe Ratio is 0.49, which is lower than the BROIX Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of OAKIX and BROIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OAKIX's dividend yield for the trailing twelve months is around 2.09%, less than BROIX's 2.42% yield.

The maximum OAKIX drawdown since its inception was -67.72%, which is greater than BROIX's maximum drawdown of -56.21%. Use the drawdown chart below to compare losses from any high point for OAKIX and BROIX. For additional features, visit the drawdowns tool.

Oakmark International Fund (OAKIX) and BlackRock Advantage International Fund (BROIX) have volatilities of 3.30% and 3.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.