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DISVX vs OAKEX
DISVX vs OAKEX Comparison
Open Charts DISVX vs OAKEX
DFA International Small Cap Value I
Price$28.69
Change+$0.22 (+0.77%)
VolumeN/A
Net Assets13.14B
Oakmark International Small Cap Investor
Price$23.14
Change+$0.30 (+1.31%)
VolumeN/A
Net Assets1.36B
DISVX vs OAKEX Comparison Chart in %
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DISVX vs. OAKEX commentary
Aug 08, 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 DISVX is a StrongBuy and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
DISVX has more cash in the bank: 13.1B vs. OAKEX (1.36B). DISVX pays higher dividends than OAKEX: DISVX (3.70) vs OAKEX (1.67). DISVX was incepted earlier than OAKEX: DISVX (31 years) vs OAKEX (30 years). OAKEX (1.33) is less costly to investors than DISVX (0.43). OAKEX is a more actively managed with annual turnover of: 40.00 vs. DISVX (14.00). DISVX (0) and OAKEX (0) have matching initial minimum investment requirements. DISVX annual gain was more profitable for investors over the last year : 36.84 vs. OAKEX (19.43). DISVX return over 5 years is better than : 101.18 vs. OAKEX (80.16).
| DISVX | OAKEX | DISVX / OAKEX | |
| Total Expense Ratio | 0.43 | 1.33 | 32% |
| Annual Report Gross Expense Ratio | 0.43 | 1.33 | 32% |
| Fund Existence | 31 years | 30 years | - |
| Gain YTD | 33.150 | 28.027 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 1.36B | 965% |
| Annual Yield % from dividends | 3.70 | 1.67 | 222% |
| Returns for 1 year | 36.84 | 19.43 | 190% |
| Returns for 3 years | 70.12 | 48.92 | 143% |
| Returns for 5 years | 101.18 | 80.16 | 126% |
| Returns for 10 years | 62.61 | 51.25 | 122% |
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