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DFVQX vs OAKEX
DFVQX vs OAKEX Comparison
Open Charts DFVQX vs OAKEX
DFA International Vector Equity I
Price$14.93
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets3.63B
Oakmark International Small Cap Investor
Price$19.94
Change+$0.17 (+0.86%)
VolumeN/A
Net Assets1.21B
DFVQX vs OAKEX Comparison Chart
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DFVQX vs. OAKEX commentary
Apr 28, 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 DFVQX is a StrongBuy and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
DFVQX has more cash in the bank: 3.63B vs. OAKEX (1.21B). DFVQX pays higher dividends than OAKEX: DFVQX (3.38) vs OAKEX (1.93). DFVQX was incepted earlier than OAKEX: DFVQX (17 years) vs OAKEX (30 years). OAKEX (1.33) is less costly to investors than DFVQX (0.29). OAKEX is a more actively managed with annual turnover of: 40.00 vs. DFVQX (27.00). DFVQX (0) and OAKEX (0) have matching initial minimum investment requirements. DFVQX annual gain was more profitable for investors over the last year : 13.48 vs. OAKEX (7.18). OAKEX return over 5 years is better than : 99.16 vs. DFVQX (85.53).
| DFVQX | OAKEX | DFVQX / OAKEX | |
| Total Expense Ratio | 0.29 | 1.33 | 22% |
| Annual Report Gross Expense Ratio | 0.29 | 1.33 | 22% |
| Fund Existence | 17 years | 30 years | - |
| Gain YTD | 10.814 | 11.771 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 1.21B | 300% |
| Annual Yield % from dividends | 3.38 | 1.93 | 175% |
| Returns for 1 year | 13.48 | 7.18 | 188% |
| Returns for 3 years | 29.86 | 26.83 | 111% |
| Returns for 5 years | 85.53 | 99.16 | 86% |
| Returns for 10 years | 43.71 | 26.09 | 168% |
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