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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$21.25
Change-$0.12 (-0.56%)
VolumeN/A
Net Assets1.25B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$17.12
Change-$0.13 (-0.75%)
VolumeN/A
Net Assets733.63M
OAKEX vs QUSIX Comparison Chart
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OAKEX vs. QUSIX commentary
May 23, 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 Hold and QUSIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.26B vs. QUSIX (734M). QUSIX pays higher dividends than OAKEX: QUSIX (2.97) vs OAKEX (1.84). 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 : 6.66 vs. QUSIX (6.06). OAKEX return over 5 years is better than : 99.56 vs. QUSIX (80.20).
| 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 | 19.787 | 15.178 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 734M | 171% |
| Annual Yield % from dividends | 1.84 | 2.97 | 62% |
| Returns for 1 year | 6.66 | 6.06 | 110% |
| Returns for 3 years | 36.51 | 31.11 | 117% |
| Returns for 5 years | 99.56 | 80.20 | 124% |
| Returns for 10 years | 34.19 | 53.98 | 63% |
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