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OAKIX vs QFVIX
OAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIX
Oakmark International Investor
Price$30.71
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets14.33B
Pear Tree Polaris Foreign Value Instl
Price$27.10
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.71B
OAKIX vs QFVIX Comparison Chart in %
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OAKIX vs. QFVIX commentary
Sep 06, 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: 14.3B vs. QFVIX (1.71B). QFVIX (2.01) and OAKIX (1.99) 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 : 17.93 vs. QFVIX (12.63). QFVIX return over 5 years is better than : 61.92 vs. OAKIX (54.72).
| 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 | 22.791 | 21.154 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 1.71B | 835% |
| Annual Yield % from dividends | 1.99 | 2.01 | 99% |
| Returns for 1 year | 17.93 | 12.63 | 142% |
| Returns for 3 years | 50.69 | 53.72 | 94% |
| Returns for 5 years | 54.72 | 61.92 | 88% |
| Returns for 10 years | 51.03 | 82.57 | 62% |