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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$22.21
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets1.33B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$17.91
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets752.63M
OAKEX vs QUSIX Comparison Chart
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OAKEX vs. QUSIX commentary
Jun 13, 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: 1.33B vs. QUSIX (753M). QUSIX pays higher dividends than OAKEX: QUSIX (2.81) vs OAKEX (1.72). 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 : 14.50 vs. QUSIX (10.01). OAKEX return over 5 years is better than : 88.59 vs. QUSIX (73.80).
| 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 | 24.496 | 19.678 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 753M | 177% |
| Annual Yield % from dividends | 1.72 | 2.81 | 61% |
| Returns for 1 year | 14.50 | 10.01 | 145% |
| Returns for 3 years | 51.86 | 41.60 | 125% |
| Returns for 5 years | 88.59 | 73.80 | 120% |
| Returns for 10 years | 44.07 | 63.20 | 70% |
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