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DFWVX vs OAKIX
DFWVX vs OAKIX Comparison
Open Charts DFWVX vs OAKIX
DFA World ex US Value Port I
Price$13.74
Change-$0.08 (-0.58%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
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DFWVX vs OAKIX Comparison Chart
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DFWVX vs. OAKIX commentary
Sep 21, 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 DFWVX is a Buy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. DFWVX (292M). DFWVX pays higher dividends than OAKIX: DFWVX (4.17) vs OAKIX (1.84). DFWVX was incepted earlier than OAKIX: DFWVX (14 years) vs OAKIX (32 years). DFWVX (0) and OAKIX (0) have matching initial minimum investment requirements. DFWVX annual gain was more profitable for investors over the last year : 15.13 vs. OAKIX (4.96). DFWVX return over 5 years is better than : 40.43 vs. OAKIX (20.47).
| DFWVX | OAKIX | DFWVX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 10.477 | -0.224 | -4,687% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 18.1B | 2% |
| Annual Yield % from dividends | 4.17 | 1.84 | 226% |
| Returns for 1 year | 15.13 | 4.96 | 305% |
| Returns for 3 years | 18.45 | -1.86 | -992% |
| Returns for 5 years | 40.43 | 20.47 | 198% |
| Returns for 10 years | 38.34 | 11.84 | 324% |
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