OAKMX vs. IGAAX
Compare and contrast key facts about Oakmark Fund Investor Class (OAKMX) and American Funds International Growth and Income Fund Class A (IGAAX).
OAKMX is managed by Oakmark. It was launched on Aug 5, 1991. IGAAX is managed by American Funds. It was launched on Oct 1, 2008.
Performance
OAKMX vs. IGAAX - Performance Comparison
Loading graphics...
OAKMX vs. IGAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OAKMX Oakmark Fund Investor Class | -2.81% | 14.13% | 16.02% | 30.92% | -13.38% | 34.85% | 12.90% | 27.14% | -12.76% | 21.12% |
IGAAX American Funds International Growth and Income Fund Class A | 1.55% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -14.38% | 26.08% |
Returns By Period
In the year-to-date period, OAKMX achieves a -2.81% return, which is significantly lower than IGAAX's 1.55% return. Over the past 10 years, OAKMX has outperformed IGAAX with an annualized return of 13.47%, while IGAAX has yielded a comparatively lower 8.77% annualized return.
OAKMX
- 1D
- -0.35%
- 1M
- -3.34%
- YTD
- -2.81%
- 6M
- 2.17%
- 1Y
- 8.85%
- 3Y*
- 15.94%
- 5Y*
- 10.90%
- 10Y*
- 13.47%
IGAAX
- 1D
- 2.33%
- 1M
- -7.31%
- YTD
- 1.55%
- 6M
- 6.45%
- 1Y
- 26.97%
- 3Y*
- 14.95%
- 5Y*
- 7.44%
- 10Y*
- 8.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OAKMX vs. IGAAX - Expense Ratio Comparison
Both OAKMX and IGAAX have an expense ratio of 0.91%.
Return for Risk
OAKMX vs. IGAAX — Risk / Return Rank
OAKMX
IGAAX
OAKMX vs. IGAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Fund Investor Class (OAKMX) and American Funds International Growth and Income Fund Class A (IGAAX). 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.
| OAKMX | IGAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.92 | -1.40 |
Sortino ratioReturn per unit of downside risk | 0.85 | 2.43 | -1.59 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.39 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 2.44 | -1.72 |
Martin ratioReturn relative to average drawdown | 2.84 | 9.51 | -6.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| OAKMX | IGAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.92 | -1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.52 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.56 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.44 | +0.27 |
Correlation
The correlation between OAKMX and IGAAX 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.
Dividends
OAKMX vs. IGAAX - Dividend Comparison
OAKMX's dividend yield for the trailing twelve months is around 0.94%, less than IGAAX's 8.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKMX Oakmark Fund Investor Class | 0.94% | 0.92% | 1.12% | 1.02% | 0.92% | 1.94% | 0.17% | 8.33% | 8.13% | 4.06% | 2.58% | 1.43% |
IGAAX American Funds International Growth and Income Fund Class A | 8.12% | 8.14% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% |
Drawdowns
OAKMX vs. IGAAX - Drawdown Comparison
The maximum OAKMX drawdown since its inception was -56.19%, which is greater than IGAAX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for OAKMX and IGAAX.
Loading graphics...
Drawdown Indicators
| OAKMX | IGAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.19% | -35.79% | -20.40% |
Max Drawdown (1Y)Largest decline over 1 year | -8.42% | -10.92% | +2.50% |
Max Drawdown (5Y)Largest decline over 5 years | -23.68% | -30.57% | +6.89% |
Max Drawdown (10Y)Largest decline over 10 years | -41.43% | -35.79% | -5.64% |
Current DrawdownCurrent decline from peak | -5.30% | -8.84% | +3.54% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -7.96% | +1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 2.80% | +0.60% |
Volatility
OAKMX vs. IGAAX - Volatility Comparison
The current volatility for Oakmark Fund Investor Class (OAKMX) is 4.18%, while American Funds International Growth and Income Fund Class A (IGAAX) has a volatility of 6.30%. This indicates that OAKMX experiences smaller price fluctuations and is considered to be less risky than IGAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| OAKMX | IGAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.18% | 6.30% | -2.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 9.67% | +0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.76% | 14.55% | +4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.34% | 14.43% | +3.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.42% | 15.82% | +4.60% |