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DFVIX vs OAKIX
DFVIX vs OAKIX Comparison
Open Charts DFVIX vs OAKIX
DFA International Value III
Price$19.05
Change-$0.13 (-0.68%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
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DFVIX vs OAKIX Comparison Chart
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DFVIX vs. OAKIX commentary
Sep 21, 2024
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 DFVIX is a Buy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. DFVIX (2.99B). DFVIX pays higher dividends than OAKIX: DFVIX (4.17) vs OAKIX (1.84). DFVIX was incepted earlier than OAKIX: DFVIX (30 years) vs OAKIX (32 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. DFVIX (13.00). DFVIX (0) and OAKIX (0) have matching initial minimum investment requirements. DFVIX annual gain was more profitable for investors over the last year : 18.29 vs. OAKIX (6.45). DFVIX return over 5 years is better than : 49.24 vs. OAKIX (21.05).
| DFVIX | OAKIX | DFVIX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 32 years | - |
| Gain YTD | 12.779 | 0.261 | 4,900% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 18.1B | 17% |
| Annual Yield % from dividends | 4.17 | 1.84 | 226% |
| Returns for 1 year | 18.29 | 6.45 | 284% |
| Returns for 3 years | 29.13 | 0.80 | 3,639% |
| Returns for 5 years | 49.24 | 21.05 | 234% |
| Returns for 10 years | 32.88 | 14.25 | 231% |
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