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OAKIX vs QFVIX
OAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIX
Oakmark International Investor
Price$29.50
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets14.15B
Pear Tree Polaris Foreign Value Instl
Price$25.63
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets1.98B
OAKIX vs QFVIX Comparison Chart
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OAKIX vs. QFVIX commentary
Jun 02, 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 OAKIX is a Hold and QFVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. QFVIX (1.98B). QFVIX (2.15) and OAKIX (2.09) have matching dividends . OAKIX was incepted earlier than QFVIX: OAKIX (33 years) vs QFVIX (26 years). QFVIX (1.26) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. QFVIX (21.00). OAKIX has a lower initial minimum investment than QFVIX: OAKIX (0) vs QFVIX (1000000). OAKIX annual gain was more profitable for investors over the last year : 12.31 vs. QFVIX (8.77). OAKIX return over 5 years is better than : 73.34 vs. QFVIX (67.51).
| OAKIX | QFVIX | OAKIX / QFVIX | |
| Total Expense Ratio | 1.05 | 1.04 | 101% |
| Annual Report Gross Expense Ratio | 1.05 | 1.26 | 83% |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | 17.953 | 14.624 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 1.98B | 712% |
| Annual Yield % from dividends | 2.09 | 2.15 | 97% |
| Returns for 1 year | 12.31 | 8.77 | 140% |
| Returns for 3 years | 21.59 | 25.50 | 85% |
| Returns for 5 years | 73.34 | 67.51 | 109% |
| Returns for 10 years | 26.19 | 54.52 | 48% |
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