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DISVX vs OAKEX
DISVX vs OAKEX Comparison
Open Charts DISVX vs OAKEX
DFA International Small Cap Value I
Price$22.86
Change-$0.53 (-2.27%)
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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DISVX vs OAKEX Comparison Chart
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DISVX 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 DISVX is a Sell and OAKEX is a Buy.
FUNDAMENTALS
Fundamentals
DISVX has more cash in the bank: 11.2B vs. OAKEX (1.7B). DISVX pays higher dividends than OAKEX: DISVX (3.57) vs OAKEX (1.82). DISVX was incepted earlier than OAKEX: DISVX (30 years) vs OAKEX (29 years). OAKEX is a more actively managed with annual turnover of: 32.00 vs. DISVX (13.00). DISVX (0) and OAKEX (0) have matching initial minimum investment requirements. DISVX annual gain was more profitable for investors over the last year : 19.40 vs. OAKEX (13.97). OAKEX return over 5 years is better than : 50.24 vs. DISVX (44.66).
| DISVX | OAKEX | DISVX / OAKEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | 11.511 | 5.282 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.7B | 658% |
| Annual Yield % from dividends | 3.57 | 1.82 | 196% |
| Returns for 1 year | 19.40 | 13.97 | 139% |
| Returns for 3 years | 11.47 | -0.82 | -1,401% |
| Returns for 5 years | 44.66 | 50.24 | 89% |
| Returns for 10 years | 24.01 | 26.61 | 90% |
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