OAKIX vs. GSINX
Compare and contrast key facts about Oakmark International Fund (OAKIX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX).
OAKIX is managed by Oakmark. It was launched on Sep 29, 1992. GSINX is managed by Goldman Sachs. It was launched on Dec 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OAKIX or GSINX.
Correlation
The correlation between OAKIX and GSINX is 0.69, 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
OAKIX vs. GSINX - Performance Comparison
Key characteristics
OAKIX:
0.17
GSINX:
0.22
OAKIX:
0.33
GSINX:
0.38
OAKIX:
1.04
GSINX:
1.05
OAKIX:
0.16
GSINX:
0.18
OAKIX:
0.43
GSINX:
0.53
OAKIX:
5.49%
GSINX:
5.98%
OAKIX:
14.38%
GSINX:
14.59%
OAKIX:
-67.72%
GSINX:
-28.80%
OAKIX:
-12.40%
GSINX:
-15.14%
Returns By Period
In the year-to-date period, OAKIX achieves a 0.96% return, which is significantly lower than GSINX's 1.49% return.
OAKIX
0.96%
1.77%
-2.86%
1.61%
2.12%
2.76%
GSINX
1.49%
-1.79%
-11.80%
1.29%
6.93%
N/A
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OAKIX vs. GSINX - Expense Ratio Comparison
OAKIX has a 1.04% expense ratio, which is higher than GSINX's 0.89% expense ratio.
Risk-Adjusted Performance
OAKIX vs. GSINX — Risk-Adjusted Performance Rank
OAKIX
GSINX
OAKIX vs. GSINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark International Fund (OAKIX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX). 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. GSINX - Dividend Comparison
OAKIX's dividend yield for the trailing twelve months is around 2.44%, more than GSINX's 2.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKIX Oakmark International Fund | 2.44% | 2.46% | 1.84% | 2.97% | 1.23% | 0.33% | 1.81% | 2.14% | 1.35% | 1.48% | 2.32% | 2.16% |
GSINX Goldman Sachs GQG Partners International Opportunities Fund | 2.15% | 2.19% | 2.27% | 4.79% | 2.13% | 0.08% | 0.57% | 0.43% | 0.12% | 0.06% | 0.00% | 0.00% |
Drawdowns
OAKIX vs. GSINX - Drawdown Comparison
The maximum OAKIX drawdown since its inception was -67.72%, which is greater than GSINX's maximum drawdown of -28.80%. Use the drawdown chart below to compare losses from any high point for OAKIX and GSINX. For additional features, visit the drawdowns tool.
Volatility
OAKIX vs. GSINX - Volatility Comparison
The current volatility for Oakmark International Fund (OAKIX) is 4.69%, while Goldman Sachs GQG Partners International Opportunities Fund (GSINX) has a volatility of 5.56%. This indicates that OAKIX experiences smaller price fluctuations and is considered to be less risky than GSINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.