THOPX vs. OAKBX
Compare and contrast key facts about Thompson Bond Fund (THOPX) and Oakmark Equity and Income Fund (OAKBX).
THOPX is managed by Thompson IM. It was launched on Feb 10, 1992. OAKBX is managed by Oakmark. It was launched on Oct 31, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: THOPX or OAKBX.
Correlation
The correlation between THOPX and OAKBX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
THOPX vs. OAKBX - Performance Comparison
Key characteristics
THOPX:
5.91
OAKBX:
1.57
THOPX:
10.63
OAKBX:
2.22
THOPX:
2.69
OAKBX:
1.28
THOPX:
17.08
OAKBX:
2.58
THOPX:
58.52
OAKBX:
7.11
THOPX:
0.18%
OAKBX:
1.82%
THOPX:
1.79%
OAKBX:
8.21%
THOPX:
-43.95%
OAKBX:
-37.44%
THOPX:
0.00%
OAKBX:
-1.14%
Returns By Period
In the year-to-date period, THOPX achieves a 1.35% return, which is significantly lower than OAKBX's 2.95% return. Over the past 10 years, THOPX has underperformed OAKBX with an annualized return of 3.41%, while OAKBX has yielded a comparatively higher 4.58% annualized return.
THOPX
1.35%
1.35%
4.56%
10.34%
2.96%
3.41%
OAKBX
2.95%
2.04%
5.72%
11.31%
9.87%
4.58%
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THOPX vs. OAKBX - Expense Ratio Comparison
THOPX has a 0.71% expense ratio, which is lower than OAKBX's 0.83% expense ratio.
Risk-Adjusted Performance
THOPX vs. OAKBX — Risk-Adjusted Performance Rank
THOPX
OAKBX
THOPX vs. OAKBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thompson Bond Fund (THOPX) and Oakmark Equity and Income Fund (OAKBX). 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
THOPX vs. OAKBX - Dividend Comparison
THOPX's dividend yield for the trailing twelve months is around 5.27%, more than OAKBX's 2.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THOPX Thompson Bond Fund | 5.27% | 5.34% | 5.88% | 3.93% | 3.59% | 5.16% | 3.48% | 3.07% | 3.06% | 4.25% | 4.58% | 4.01% |
OAKBX Oakmark Equity and Income Fund | 2.00% | 2.06% | 2.28% | 1.44% | 0.86% | 1.14% | 1.74% | 1.88% | 1.35% | 1.53% | 1.18% | 0.85% |
Drawdowns
THOPX vs. OAKBX - Drawdown Comparison
The maximum THOPX drawdown since its inception was -43.95%, which is greater than OAKBX's maximum drawdown of -37.44%. Use the drawdown chart below to compare losses from any high point for THOPX and OAKBX. For additional features, visit the drawdowns tool.
Volatility
THOPX vs. OAKBX - Volatility Comparison
The current volatility for Thompson Bond Fund (THOPX) is 0.56%, while Oakmark Equity and Income Fund (OAKBX) has a volatility of 1.90%. This indicates that THOPX experiences smaller price fluctuations and is considered to be less risky than OAKBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.