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DFVQX vs OAKEX
DFVQX vs OAKEX Comparison
Open Charts DFVQX vs OAKEX
DFA International Vector Equity I
Price$13.67
Change-$0.08 (-0.58%)
VolumeN/A
CapitalizationN/A
Oakmark International Small Cap Investor
Price$18.18
Change-$0.21 (-1.14%)
VolumeN/A
CapitalizationN/A
DFVQX vs OAKEX Comparison Chart
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DFVQX vs. OAKEX commentary
Dec 19, 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 DFVQX is a Sell and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
DFVQX has more cash in the bank: 3.39B vs. OAKEX (1.52B). DFVQX pays higher dividends than OAKEX: DFVQX (3.33) vs OAKEX (1.82). DFVQX was incepted earlier than OAKEX: DFVQX (16 years) vs OAKEX (29 years). OAKEX is a more actively managed with annual turnover of: 32.00 vs. DFVQX (13.00). DFVQX (0) and OAKEX (0) have matching initial minimum investment requirements. DFVQX annual gain was more profitable for investors over the last year : 8.88 vs. OAKEX (-2.38). DFVQX return over 5 years is better than : 25.19 vs. OAKEX (20.98).
| DFVQX | OAKEX | DFVQX / OAKEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 5.863 | -4.934 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 1.52B | 223% |
| Annual Yield % from dividends | 3.33 | 1.82 | 183% |
| Returns for 1 year | 8.88 | -2.38 | -373% |
| Returns for 3 years | 9.57 | 0.18 | 5,233% |
| Returns for 5 years | 25.19 | 20.98 | 120% |
| Returns for 10 years | 44.81 | 33.12 | 135% |
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