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DFVQX vs OAKEX
DFVQX vs OAKEX Comparison
Open Charts DFVQX vs OAKEX
DFA International Vector Equity I
Price$14.10
Change-$0.28 (-1.95%)
VolumeN/A
CapitalizationN/A
Oakmark International Small Cap Investor
Price$20.22
Change-$0.31 (-1.51%)
VolumeN/A
CapitalizationN/A
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DFVQX vs OAKEX Comparison Chart
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DFVQX vs. OAKEX commentary
Sep 08, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
DFVQX has more cash in the bank: 3.51B vs. OAKEX (1.7B). 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 : 17.06 vs. OAKEX (13.97). OAKEX return over 5 years is better than : 50.24 vs. DFVQX (41.69).
| 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 | 9.158 | 5.282 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.51B | 1.7B | 206% |
| Annual Yield % from dividends | 3.33 | 1.82 | 183% |
| Returns for 1 year | 17.06 | 13.97 | 122% |
| Returns for 3 years | 3.98 | -0.82 | -486% |
| Returns for 5 years | 41.69 | 50.24 | 83% |
| Returns for 10 years | 34.36 | 26.61 | 129% |