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DFVQX vs OAKEX
DFVQX vs OAKEX Comparison
Open Charts DFVQX vs OAKEX
DFA International Vector Equity I
Price$14.11
Change+$0.15 (+1.07%)
VolumeN/A
Net Assets3.41B
Oakmark International Small Cap Investor
Price$18.84
Change+$0.17 (+0.91%)
VolumeN/A
Net Assets1.26B
DFVQX vs OAKEX Comparison Chart
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DFVQX vs. OAKEX commentary
Jan 31, 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: 3.41B vs. OAKEX (1.26B). 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 : 11.10 vs. OAKEX (1.48). DFVQX return over 5 years is better than : 34.20 vs. OAKEX (29.62).
| 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 | 4.519 | 5.605 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 1.26B | 272% |
| Annual Yield % from dividends | 3.33 | 1.82 | 183% |
| Returns for 1 year | 11.10 | 1.48 | 748% |
| Returns for 3 years | 11.52 | 2.25 | 513% |
| Returns for 5 years | 34.20 | 29.62 | 115% |
| Returns for 10 years | 49.47 | 36.02 | 137% |
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