Interact to see
Advertisement
Advertisement
OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
OAKEX vs QUSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKEX vs. QUSIX commentary
Jul 21, 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: 1.19B vs. QUSIX (604M). QUSIX pays higher dividends than OAKEX: QUSIX (2.89) vs OAKEX (1.76). 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 : 5.36 vs. OAKEX (-2.24). QUSIX return over 5 years is better than : 26.24 vs. OAKEX (17.22).
| 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 | 0.776 | 3.775 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 604M | 197% |
| Annual Yield % from dividends | 1.76 | 2.89 | 61% |
| Returns for 1 year | -2.24 | 5.36 | -42% |
| Returns for 3 years | 21.28 | 35.52 | 60% |
| Returns for 5 years | 17.22 | 26.24 | 66% |
| Returns for 10 years | 74.23 | 106.77 | 70% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers