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OAKIX vs QFVIX
OAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIX
Oakmark International Investor
Price$29.74
Change-$0.19 (-0.63%)
VolumeN/A
Net Assets14.15B
Pear Tree Polaris Foreign Value Instl
Price$26.00
Change-$0.14 (-0.54%)
VolumeN/A
Net Assets2B
OAKIX vs QFVIX Comparison Chart in %
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OAKIX vs. QFVIX commentary
Jun 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 Hold and QFVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. QFVIX (2B). QFVIX (2.15) and OAKIX (2.09) 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 (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 : 17.19 vs. QFVIX (12.47). QFVIX (68.06) and OAKIX (67.06) 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 | 18.912 | 16.905 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 2B | 704% |
| Annual Yield % from dividends | 2.09 | 2.15 | 97% |
| Returns for 1 year | 17.19 | 12.47 | 138% |
| Returns for 3 years | 33.96 | 42.64 | 80% |
| Returns for 5 years | 67.06 | 68.06 | 99% |
| Returns for 10 years | 26.87 | 56.46 | 48% |
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