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OAKIX vs QFVIX
OAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIX
Oakmark International Investor
Price$31.11
Change+$0.17 (+0.55%)
VolumeN/A
Net Assets14.09B
Pear Tree Polaris Foreign Value Instl
Price$27.23
Change+$0.21 (+0.78%)
VolumeN/A
Net Assets1.73B
OAKIX vs QFVIX Comparison Chart in %
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OAKIX vs. QFVIX commentary
Aug 16, 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 Buy and QFVIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. QFVIX (1.73B). QFVIX (2.09) and OAKIX (2.05) have matching dividends . OAKIX was incepted earlier than QFVIX: OAKIX (33 years) vs QFVIX (27 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 (18.00). 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 : 22.21 vs. QFVIX (14.81). QFVIX (59.35) and OAKIX (58.92) have equivalent 5 years return.
| 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 | 27 years | - |
| Gain YTD | 24.390 | 20.841 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 1.73B | 814% |
| Annual Yield % from dividends | 2.05 | 2.09 | 98% |
| Returns for 1 year | 22.21 | 14.81 | 150% |
| Returns for 3 years | 37.52 | 41.45 | 91% |
| Returns for 5 years | 58.92 | 59.35 | 99% |
| Returns for 10 years | 38.96 | 70.42 | 55% |
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