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
Aug 14, 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 Buy and QUSIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.26B vs. QUSIX (636M). QUSIX pays higher dividends than OAKEX: QUSIX (2.72) vs OAKEX (1.64). 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 : 9.13 vs. OAKEX (2.45). QUSIX return over 5 years is better than : 31.46 vs. OAKEX (19.79).
| 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 | 6.843 | 9.683 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 636M | 198% |
| Annual Yield % from dividends | 1.64 | 2.72 | 60% |
| Returns for 1 year | 2.45 | 9.13 | 27% |
| Returns for 3 years | 30.83 | 47.69 | 65% |
| Returns for 5 years | 19.79 | 31.46 | 63% |
| Returns for 10 years | 73.50 | 108.85 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AMAHX | 12.59 | 0.06 | +0.48% |
| American Century Small Cap Dividend A | |||
| FFBGX | 43.46 | 0.07 | +0.16% |
| American Funds Global Balanced 529-F-3 | |||
| SCSCX | 79.92 | N/A | N/A |
| Touchstone Large Cap Focused C | |||
| GSRIX | 13.58 | N/A | N/A |
| Goldman Sachs Rising Dividend Gr Inv | |||
| WILJX | 25.75 | N/A | N/A |
| William Blair International Ldrs R6 | |||