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DFVQX vs OAKEX
DFVQX vs OAKEX Comparison
Open Charts DFVQX vs OAKEX
DFA International Vector Equity I
Price$16.02
Change-$0.12 (-0.74%)
VolumeN/A
Net Assets3.86B
Oakmark International Small Cap Investor
Price$21.55
Change-$0.16 (-0.74%)
VolumeN/A
Net Assets1.33B
DFVQX vs OAKEX Comparison Chart
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DFVQX vs. OAKEX commentary
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
DFVQX has more cash in the bank: 3.86B vs. OAKEX (1.33B). DFVQX pays higher dividends than OAKEX: DFVQX (3.08) vs OAKEX (1.72). 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 : 15.25 vs. OAKEX (8.30). OAKEX (72.90) and DFVQX (70.17) have equivalent 5 years return.
| 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 | 18.904 | 20.796 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.86B | 1.33B | 291% |
| Annual Yield % from dividends | 3.08 | 1.72 | 179% |
| Returns for 1 year | 15.25 | 8.30 | 184% |
| Returns for 3 years | 34.98 | 33.47 | 105% |
| Returns for 5 years | 70.17 | 72.90 | 96% |
| Returns for 10 years | 57.10 | 38.79 | 147% |
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