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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
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OAKEX vs QUSIX Comparison Chart in %
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OAKEX vs. QUSIX commentary
Jun 20, 2026
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: 1.26B vs. QUSIX (604M). QUSIX pays higher dividends than OAKEX: QUSIX (2.79) vs OAKEX (1.69). OAKEX was incepted earlier than QUSIX: OAKEX (31 years) vs QUSIX (18 years). OAKEX (1.33) and QUSIX (1.27) have similar cost to investors . OAKEX is a more actively managed with annual turnover of: 37.00 vs. QUSIX (27.00). 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 : 9.17 vs. OAKEX (0.57). QUSIX return over 5 years is better than : 26.68 vs. OAKEX (14.69).
| OAKEX | QUSIX | OAKEX / QUSIX | |
| Total Expense Ratio | 1.33 | 1.05 | 127% |
| Annual Report Gross Expense Ratio | 1.33 | 1.27 | 105% |
| Fund Existence | 31 years | 18 years | - |
| Gain YTD | -2.372 | 3.118 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 604M | 209% |
| Annual Yield % from dividends | 1.69 | 2.79 | 61% |
| Returns for 1 year | 0.57 | 9.17 | 6% |
| Returns for 3 years | 16.08 | 30.10 | 53% |
| Returns for 5 years | 14.69 | 26.68 | 55% |
| Returns for 10 years | 60.71 | 99.99 | 61% |
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