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OAKIX vs QFVIX
OAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIX
Oakmark International Investor
Price$32.08
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets14.56B
Pear Tree Polaris Foreign Value Instl
Price$28.09
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets1.64B
OAKIX vs QFVIX Comparison Chart in %
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OAKIX vs. QFVIX commentary
Oct 09, 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: 14.6B vs. QFVIX (1.64B). QFVIX (1.98) and OAKIX (1.95) 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 : 20.65 vs. QFVIX (17.06). QFVIX return over 5 years is better than : 66.02 vs. OAKIX (60.93).
| 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 | 28.269 | 25.358 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 1.64B | 891% |
| Annual Yield % from dividends | 1.95 | 1.98 | 99% |
| Returns for 1 year | 20.65 | 17.06 | 121% |
| Returns for 3 years | 70.92 | 73.33 | 97% |
| Returns for 5 years | 60.93 | 66.02 | 92% |
| Returns for 10 years | 48.57 | 81.02 | 60% |
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