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DFWVX vs OANIX
DFWVX vs OANIX Comparison
Open Charts DFWVX vs OANIX
DFA World ex US Value Port I
Price$14.31
Change+$0.13 (+0.92%)
VolumeN/A
Net Assets314.26M
Oakmark International Institutional
Price$28.43
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
DFWVX vs OANIX Comparison Chart
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DFWVX vs. OANIX 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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 13.5B vs. DFWVX (314M). DFWVX pays higher dividends than OANIX: DFWVX (3.92) vs OANIX (2.50). DFWVX was incepted earlier than OANIX: DFWVX (15 years) vs OANIX (8 years). OANIX (0.81) is less costly to investors than DFWVX (0.57). OANIX is a more actively managed with annual turnover of: 32.00 vs. DFWVX (13.00). DFWVX has a lower initial minimum investment than OANIX: DFWVX (0) vs OANIX (250000). DFWVX annual gain was more profitable for investors over the last year : 10.75 vs. OANIX (8.24). DFWVX return over 5 years is better than : 96.30 vs. OANIX (81.10).
| DFWVX | OANIX | DFWVX / OANIX | |
| Total Expense Ratio | 0.38 | 0.81 | 47% |
| Annual Report Gross Expense Ratio | 0.57 | 0.81 | 70% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 12.046 | 14.039 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 13.5B | 2% |
| Annual Yield % from dividends | 3.92 | 2.50 | 157% |
| Returns for 1 year | 10.75 | 8.24 | 131% |
| Returns for 3 years | 36.59 | 29.01 | 126% |
| Returns for 5 years | 96.30 | 81.10 | 119% |
| Returns for 10 years | 48.84 | N/A | - |
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