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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$17.80
Change-$0.38 (-2.09%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$14.99
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
OAKEX vs QUSIX Comparison Chart
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OAKEX vs. QUSIX commentary
Dec 19, 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 OAKEX is a Hold and QUSIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.52B vs. QUSIX (878M). QUSIX pays higher dividends than OAKEX: QUSIX (2.44) vs OAKEX (1.82). OAKEX was incepted earlier than QUSIX: OAKEX (29 years) vs QUSIX (17 years). OAKEX is a more actively managed with annual turnover of: 32.00 vs. QUSIX (18.00). OAKEX has a lower initial minimum investment than QUSIX: OAKEX (0) vs QUSIX (1000000). QUSIX annual gain was more profitable for investors over the last year : 1.50 vs. OAKEX (-2.38). QUSIX (21.30) and OAKEX (20.98) have equivalent 5 years return.
| OAKEX | QUSIX | OAKEX / QUSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | -4.934 | -1.998 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 878M | 173% |
| Annual Yield % from dividends | 1.82 | 2.44 | 75% |
| Returns for 1 year | -2.38 | 1.50 | -159% |
| Returns for 3 years | 0.18 | 2.13 | 9% |
| Returns for 5 years | 20.98 | 21.30 | 98% |
| Returns for 10 years | 33.12 | 51.19 | 65% |
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