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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$19.94
Change+$0.17 (+0.86%)
VolumeN/A
Net Assets1.21B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$16.10
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets697.41M
OAKEX vs QUSIX Comparison Chart
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OAKEX vs. QUSIX commentary
Apr 28, 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 (697M). QUSIX pays higher dividends than OAKEX: QUSIX (3.12) vs OAKEX (1.93). 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 (21.00). OAKEX has a lower initial minimum investment than QUSIX: OAKEX (0) vs QUSIX (1000000). OAKEX annual gain was more profitable for investors over the last year : 7.18 vs. QUSIX (6.26). OAKEX return over 5 years is better than : 99.16 vs. QUSIX (80.01).
| 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 | 11.771 | 8.126 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 697M | 174% |
| Annual Yield % from dividends | 1.93 | 3.12 | 62% |
| Returns for 1 year | 7.18 | 6.26 | 115% |
| Returns for 3 years | 26.83 | 19.79 | 136% |
| Returns for 5 years | 99.16 | 80.01 | 124% |
| Returns for 10 years | 26.09 | 45.68 | 57% |