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OAKGX Oakmark Global I

7 lower fee alternatives found

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Fund OAKGX Oakmark Global I DODWX Dodge & Cox Global Stock FIGY Barclays ETN+ FI Enhanced Glb Hi Yld  
100% 89% 89%
Annual Fees
(1.12% Exp. Ratio)
(0.63% Exp. Ratio)
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$35,463.19 $41,132.27 $41,008.28
Est. savings over 30 yrs +$5,669.09 +$5,545.09
As of 9/30/16
1 YR RETURN 2.93%
3 YR 0.74%
5 YR 10.41%
10 YR 4.80%
1 YR RETURN 13.20%
3 YR 5.81%
5 YR 13.26%
10 YR --
1 YR RETURN 28.97%
3 YR 9.11%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund invests between 25-75% of its total assets in securities of U.S. companies and between 25-75% of its total assets in securities of non-U.S. companies. It may invest in the securities of large-, mid-, and small-capitalization companies. The fund uses a value investment philosophy in selecting equity securities.
The investment seeks long-term growth of principal and income. Under normal circumstances, the fund will invest at least 40% of its total assets in securities of non-U.S. companies and at least 80% of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks.
Barclays ETN+ FI Enhanced Global High Yield Exchange Traded Notes (the “ETNs”) that Barclays Bank PLC may issue from time to time are linked to a leveraged participation in the performance of the MSCI World High Dividend Yield USD Gross Total Return Index (the “Index”). The ETNs seek to approximate the returns that might be available to investors through a leveraged “long” investment in the Index. The Index is designed to track the performance of large and mid cap stocks (excluding REITS) across 24 developed markets countries tracked by the MSCI World Index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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