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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$23.14
Change+$0.30 (+1.31%)
VolumeN/A
Net Assets1.36B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.55
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets750.48M
OAKEX vs QUSIX Comparison Chart in %
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OAKEX vs. QUSIX commentary
Aug 08, 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: 1.36B vs. QUSIX (750M). QUSIX pays higher dividends than OAKEX: QUSIX (2.68) vs OAKEX (1.67). 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 (13.00). OAKEX has a lower initial minimum investment than QUSIX: OAKEX (0) vs QUSIX (1000000). OAKEX (19.43) and QUSIX (18.95) have marching annual gain over last year. OAKEX return over 5 years is better than : 80.16 vs. QUSIX (70.95).
| 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 | 23.909 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 750M | 181% |
| Annual Yield % from dividends | 1.67 | 2.68 | 62% |
| Returns for 1 year | 19.43 | 18.95 | 103% |
| Returns for 3 years | 48.92 | 42.93 | 114% |
| Returns for 5 years | 80.16 | 70.95 | 113% |
| Returns for 10 years | 51.25 | 74.61 | 69% |
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