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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$23.33
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.36B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.80
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets738.61M
OAKEX vs QUSIX Comparison Chart in %
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OAKEX vs. QUSIX commentary
Aug 29, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.36B vs. QUSIX (739M). 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 (13.93) and QUSIX (13.38) have marching annual gain over last year. OAKEX return over 5 years is better than : 76.28 vs. QUSIX (68.56).
| 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 | 30.774 | 25.856 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 739M | 184% |
| Annual Yield % from dividends | 1.67 | 2.68 | 62% |
| Returns for 1 year | 13.93 | 13.38 | 104% |
| Returns for 3 years | 63.50 | 52.97 | 120% |
| Returns for 5 years | 76.28 | 68.56 | 111% |
| Returns for 10 years | 63.41 | 88.67 | 72% |
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