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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$18.84
Change+$0.17 (+0.91%)
VolumeN/A
Net Assets1.26B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$15.41
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets817.28M
OAKEX vs QUSIX Comparison Chart
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OAKEX vs. QUSIX commentary
Jan 31, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.26B vs. QUSIX (817M). QUSIX pays higher dividends than OAKEX: QUSIX (2.44) vs OAKEX (1.82). OAKEX was incepted earlier than QUSIX: OAKEX (29 years) vs QUSIX (17 years). OAKEX is a more actively managed with annual turnover of: 32.00 vs. QUSIX (18.00). 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 : 2.41 vs. OAKEX (1.48). OAKEX return over 5 years is better than : 29.62 vs. QUSIX (28.17).
| OAKEX | QUSIX | OAKEX / QUSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 5.605 | 2.552 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 817M | 154% |
| Annual Yield % from dividends | 1.82 | 2.44 | 75% |
| Returns for 1 year | 1.48 | 2.41 | 61% |
| Returns for 3 years | 2.25 | 4.95 | 45% |
| Returns for 5 years | 29.62 | 28.17 | 105% |
| Returns for 10 years | 36.02 | 51.82 | 70% |
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