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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$18.96
Change-$0.39 (-2.02%)
VolumeN/A
Net Assets1.21B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$15.74
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets784.19M
OAKEX vs QUSIX Comparison Chart
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OAKEX vs. QUSIX commentary
Apr 04, 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: 1.21B vs. QUSIX (784M). QUSIX pays higher dividends than OAKEX: QUSIX (3.12) vs OAKEX (1.93). OAKEX was incepted earlier than QUSIX: OAKEX (29 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). QUSIX annual gain was more profitable for investors over the last year : 1.87 vs. OAKEX (-1.61). OAKEX return over 5 years is better than : 113.76 vs. QUSIX (92.62).
| OAKEX | QUSIX | OAKEX / QUSIX | |
| Total Expense Ratio | 1.33 | 1.05 | 127% |
| Annual Report Gross Expense Ratio | 1.33 | 1.27 | 105% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 6.278 | 6.179 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 784M | 155% |
| Annual Yield % from dividends | 1.93 | 3.12 | 62% |
| Returns for 1 year | -1.61 | 1.87 | -86% |
| Returns for 3 years | 11.58 | 10.86 | 107% |
| Returns for 5 years | 113.76 | 92.62 | 123% |
| Returns for 10 years | 24.79 | 48.30 | 51% |
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