OAKIX
Price
$31.68
Change
+$0.01 (+0.03%)
Updated
Jul 25 closing price
Net Assets
14.37B
QFVIX
Price
$27.12
Change
-$0.21 (-0.77%)
Updated
Jul 25 closing price
Net Assets
1.77B
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OAKIX vs QFVIX

Header iconOAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIXBanner chart's image
Oakmark International Investor
Price$31.68
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets14.37B
Pear Tree Polaris Foreign Value Instl
Price$27.12
Change-$0.21 (-0.77%)
VolumeN/A
Net Assets1.77B
OAKIX vs QFVIX Comparison Chart in %
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OAKIX vs. QFVIX commentary
Jul 26, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. QFVIX (1.78B). QFVIX (2.07) and OAKIX (2.03) 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 : 23.13 vs. QFVIX (15.84). QFVIX (67.53) and OAKIX (65.91) have equivalent 5 years return.
OAKIXQFVIXOAKIX / QFVIX
Total Expense Ratio1.051.04101%
Annual Report Gross Expense Ratio1.051.2683%
Fund Existence33 years27 years-
Gain YTD26.66922.227120%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B1.78B811%
Annual Yield % from dividends2.032.0798%
Returns for 1 year23.1315.84146%
Returns for 3 years46.3648.6895%
Returns for 5 years65.9167.5398%
Returns for 10 years39.4370.4356%
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