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DFIVX vs OAKIX
DFIVX vs OAKIX Comparison
Open Charts DFIVX vs OAKIX
DFA International Value I
Price$23.37
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets9.92B
Oakmark International Investor
Price$28.25
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets13.49B
DFIVX vs OAKIX Comparison Chart
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DFIVX vs. OAKIX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFIVX is a StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. DFIVX (9.92B). DFIVX pays higher dividends than OAKIX: DFIVX (3.51) vs OAKIX (2.21). DFIVX was incepted earlier than OAKIX: DFIVX (31 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than DFIVX (0.49). DFIVX (0) and OAKIX (0) have matching initial minimum investment requirements. DFIVX annual gain was more profitable for investors over the last year : 12.91 vs. OAKIX (7.56). DFIVX return over 5 years is better than : 110.81 vs. OAKIX (77.74).
| DFIVX | OAKIX | DFIVX / OAKIX | |
| Total Expense Ratio | 0.28 | 1.05 | 27% |
| Annual Report Gross Expense Ratio | 0.49 | 1.05 | 47% |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | 13.731 | 12.835 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 13.5B | 73% |
| Annual Yield % from dividends | 3.51 | 2.21 | 159% |
| Returns for 1 year | 12.91 | 7.56 | 171% |
| Returns for 3 years | 42.91 | 24.74 | 173% |
| Returns for 5 years | 110.81 | 77.74 | 143% |
| Returns for 10 years | 43.00 | 19.63 | 219% |
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| JNVMX | 16.50 | N/A | N/A |
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