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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$22.69
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.34B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.58
Change-$0.06 (-0.32%)
VolumeN/A
Net Assets702.24M
OAKEX vs QUSIX Comparison Chart in %
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OAKEX vs. QUSIX commentary
Oct 09, 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 Buy and QUSIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.34B vs. QUSIX (702M). QUSIX pays higher dividends than OAKEX: QUSIX (2.59) vs OAKEX (1.65). 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). QUSIX annual gain was more profitable for investors over the last year : 17.39 vs. OAKEX (11.93). OAKEX (69.78) and QUSIX (66.63) have equivalent 5 years return.
| 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 | 27.186 | 25.185 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 702M | 191% |
| Annual Yield % from dividends | 1.65 | 2.59 | 64% |
| Returns for 1 year | 11.93 | 17.39 | 69% |
| Returns for 3 years | 75.59 | 68.80 | 110% |
| Returns for 5 years | 69.78 | 66.63 | 105% |
| Returns for 10 years | 55.59 | 88.71 | 63% |
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