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OAKIX vs QFVIX
OAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIX
Oakmark International Investor
Price$24.94
Change+$0.10 (+0.40%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Foreign Value Instl
Price$22.33
Change+$0.05 (+0.22%)
VolumeN/A
CapitalizationN/A
OAKIX vs QFVIX Comparison Chart
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OAKIX vs. QFVIX commentary
Dec 25, 2024
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: 16.2B vs. QFVIX (2.55B). QFVIX pays higher dividends than OAKIX: QFVIX (2.20) vs OAKIX (1.84). OAKIX was incepted earlier than QFVIX: OAKIX (32 years) vs QFVIX (26 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. QFVIX (15.00). OAKIX has a lower initial minimum investment than QFVIX: OAKIX (0) vs QFVIX (1000000). QFVIX annual gain was more profitable for investors over the last year : 0.51 vs. OAKIX (-4.05). QFVIX return over 5 years is better than : 12.13 vs. OAKIX (6.30).
| OAKIX | QFVIX | OAKIX / QFVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | -4.871 | -0.494 | 985% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 2.55B | 635% |
| Annual Yield % from dividends | 1.84 | 2.20 | 84% |
| Returns for 1 year | -4.05 | 0.51 | -792% |
| Returns for 3 years | -6.58 | 0.62 | -1,063% |
| Returns for 5 years | 6.30 | 12.13 | 52% |
| Returns for 10 years | 13.66 | 46.50 | 29% |
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