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DFWVX vs OAKIX
DFWVX vs OAKIX Comparison
Open Charts DFWVX vs OAKIX
DFA World ex US Value Port I
Price$14.31
Change+$0.13 (+0.92%)
VolumeN/A
Net Assets314.26M
Oakmark International Investor
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
DFWVX vs OAKIX Comparison Chart
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DFWVX vs. OAKIX commentary
May 11, 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 DFWVX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. DFWVX (314M). DFWVX pays higher dividends than OAKIX: DFWVX (3.92) vs OAKIX (2.21). DFWVX was incepted earlier than OAKIX: DFWVX (15 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than DFWVX (0.57). OAKIX is a more actively managed with annual turnover of: 32.00 vs. DFWVX (13.00). DFWVX (0) and OAKIX (0) have matching initial minimum investment requirements. DFWVX annual gain was more profitable for investors over the last year : 10.75 vs. OAKIX (7.95). DFWVX return over 5 years is better than : 96.30 vs. OAKIX (79.44).
| DFWVX | OAKIX | DFWVX / OAKIX | |
| Total Expense Ratio | 0.38 | 1.05 | 36% |
| Annual Report Gross Expense Ratio | 0.57 | 1.05 | 54% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 12.046 | 13.914 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 13.5B | 2% |
| Annual Yield % from dividends | 3.92 | 2.21 | 177% |
| Returns for 1 year | 10.75 | 7.95 | 135% |
| Returns for 3 years | 36.59 | 28.49 | 128% |
| Returns for 5 years | 96.30 | 79.44 | 121% |
| Returns for 10 years | 48.84 | 21.44 | 228% |
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