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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
Sep 18, 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: 1.3B vs. QUSIX (617M). QUSIX pays higher dividends than OAKEX: QUSIX (2.63) vs OAKEX (1.58). OAKEX was incepted earlier than QUSIX: OAKEX (31 years) vs QUSIX (18 years). OAKEX (1.33) and QUSIX (1.29) 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 : 7.15 vs. OAKEX (-0.18). QUSIX return over 5 years is better than : 30.22 vs. OAKEX (18.39).
| OAKEX | QUSIX | OAKEX / QUSIX | |
| Total Expense Ratio | 1.33 | 1.07 | 124% |
| Annual Report Gross Expense Ratio | 1.33 | 1.29 | 103% |
| Fund Existence | 31 years | 18 years | - |
| Gain YTD | 3.786 | 8.151 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 617M | 210% |
| Annual Yield % from dividends | 1.58 | 2.63 | 60% |
| Returns for 1 year | -0.18 | 7.15 | -3% |
| Returns for 3 years | 32.77 | 46.71 | 70% |
| Returns for 5 years | 18.39 | 30.22 | 61% |
| Returns for 10 years | 70.49 | 105.45 | 67% |
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