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DFVQX vs OAKEX
DFVQX vs OAKEX Comparison
Open Charts DFVQX vs OAKEX
DFA International Vector Equity I
Price$16.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.91B
Oakmark International Small Cap Investor
Price$22.84
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets1.37B
DFVQX vs OAKEX Comparison Chart in %
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DFVQX vs. OAKEX commentary
Jul 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFVQX has more cash in the bank: 3.91B vs. OAKEX (1.37B). DFVQX pays higher dividends than OAKEX: DFVQX (3.15) vs OAKEX (1.66). 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 (21.50) and OAKEX (20.48) have marching annual gain over last year. OAKEX return over 5 years is better than : 92.28 vs. DFVQX (81.04).
| 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 | 23.070 | 28.027 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 1.37B | 285% |
| Annual Yield % from dividends | 3.15 | 1.66 | 190% |
| Returns for 1 year | 21.50 | 20.48 | 105% |
| Returns for 3 years | 56.76 | 58.46 | 97% |
| Returns for 5 years | 81.04 | 92.28 | 88% |
| Returns for 10 years | 69.21 | 52.65 | 131% |
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