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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$22.84
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets1.37B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.46
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets756.42M
OAKEX vs QUSIX Comparison Chart in %
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OAKEX vs. QUSIX commentary
Jul 05, 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 OAKEX is a StrongBuy and QUSIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.37B vs. QUSIX (756M). QUSIX pays higher dividends than OAKEX: QUSIX (2.66) vs OAKEX (1.66). OAKEX was incepted earlier than QUSIX: OAKEX (30 years) vs QUSIX (17 years). OAKEX (1.33) and QUSIX (1.27) have similar cost to investors . OAKEX is a more actively managed with annual turnover of: 40.00 vs. QUSIX (21.00). OAKEX has a lower initial minimum investment than QUSIX: OAKEX (0) vs QUSIX (1000000). OAKEX annual gain was more profitable for investors over the last year : 20.48 vs. QUSIX (16.01). OAKEX return over 5 years is better than : 92.28 vs. QUSIX (76.76).
| OAKEX | QUSIX | OAKEX / QUSIX | |
| Total Expense Ratio | 1.33 | 1.05 | 127% |
| Annual Report Gross Expense Ratio | 1.33 | 1.27 | 105% |
| Fund Existence | 30 years | 17 years | - |
| Gain YTD | 28.027 | 23.036 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 756M | 181% |
| Annual Yield % from dividends | 1.66 | 2.66 | 62% |
| Returns for 1 year | 20.48 | 16.01 | 128% |
| Returns for 3 years | 58.46 | 51.89 | 113% |
| Returns for 5 years | 92.28 | 76.76 | 120% |
| Returns for 10 years | 52.65 | 71.60 | 74% |
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