Ad is loading...
OAKIX vs QFVIX
OAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIX
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Foreign Value Instl
Price$24.87
Change-$0.24 (-0.96%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
OAKIX vs QFVIX Comparison Chart
Loading...
OAKIX vs. QFVIX commentary
Sep 21, 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 Buy and QFVIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. QFVIX (2.97B). 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 : 17.67 vs. OAKIX (4.96). QFVIX return over 5 years is better than : 30.77 vs. OAKIX (20.47).
| 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 | -0.224 | 7.746 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 2.97B | 610% |
| Annual Yield % from dividends | 1.84 | 2.20 | 84% |
| Returns for 1 year | 4.96 | 17.67 | 28% |
| Returns for 3 years | -1.86 | 7.55 | -25% |
| Returns for 5 years | 20.47 | 30.77 | 67% |
| Returns for 10 years | 11.84 | 49.10 | 24% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WSMVX | 28.39 | 0.06 | +0.21% |
| Wilshire Small Company Value Instl | |||
| NBMTX | 17.00 | -0.03 | -0.18% |
| Neuberger Berman Mid Cap Growth Tr | |||
| IRGTX | 10.93 | -0.03 | -0.27% |
| VY® CBRE Global Real Estate S | |||
| AWSIX | 17.02 | -0.07 | -0.41% |
| Invesco Global Core Equity R5 | |||
| PIGFX | 36.01 | -0.17 | -0.47% |
| Pioneer Fundamental Growth A | |||