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OAKIX vs QFVIX
OAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIX
Oakmark International Investor
Price$30.35
Change-$0.47 (-1.52%)
VolumeN/A
Net Assets14.38B
Pear Tree Polaris Foreign Value Instl
Price$27.90
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets1.42B
OAKIX vs QFVIX Comparison Chart in %
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OAKIX vs. QFVIX commentary
Nov 22, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. QFVIX (1.42B). QFVIX (1.95) and OAKIX (1.94) 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 (22.52) and QFVIX (22.12) have marching annual gain over last year. QFVIX return over 5 years is better than : 47.59 vs. OAKIX (33.82).
| 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 | 21.351 | 24.642 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 1.42B | 1,014% |
| Annual Yield % from dividends | 1.94 | 1.95 | 99% |
| Returns for 1 year | 22.52 | 22.12 | 102% |
| Returns for 3 years | 36.88 | 52.47 | 70% |
| Returns for 5 years | 33.82 | 47.59 | 71% |
| Returns for 10 years | 43.14 | 84.83 | 51% |
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