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DFVQX vs OAKEX
DFVQX vs OAKEX Comparison
Open Charts DFVQX vs OAKEX
DFA International Vector Equity I
Price$16.69
Change+$0.14 (+0.85%)
VolumeN/A
Net Assets3.91B
Oakmark International Small Cap Investor
Price$23.14
Change+$0.30 (+1.31%)
VolumeN/A
Net Assets1.36B
DFVQX vs OAKEX Comparison Chart in %
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DFVQX vs. OAKEX commentary
Aug 08, 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 Buy and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
DFVQX has more cash in the bank: 3.91B vs. OAKEX (1.36B). DFVQX pays higher dividends than OAKEX: DFVQX (3.18) vs OAKEX (1.67). 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 : 28.79 vs. OAKEX (19.43). OAKEX return over 5 years is better than : 80.16 vs. DFVQX (75.99).
| 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 | 25.399 | 28.027 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 1.36B | 288% |
| Annual Yield % from dividends | 3.18 | 1.67 | 191% |
| Returns for 1 year | 28.79 | 19.43 | 148% |
| Returns for 3 years | 53.40 | 48.92 | 109% |
| Returns for 5 years | 75.99 | 80.16 | 95% |
| Returns for 10 years | 69.09 | 51.25 | 135% |
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