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OAKIX
Price
$25.26
Change
+$0.04 (+0.16%)
Updated
Nov 22 closing price
QFVIX
Price
$23.56
Change
+$0.08 (+0.34%)
Updated
Nov 22 closing price
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OAKIX vs QFVIX

Header iconOAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIXBanner chart's image
Oakmark International Investor
Price$25.26
Change+$0.04 (+0.16%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Foreign Value Instl
Price$23.56
Change+$0.08 (+0.34%)
VolumeN/A
CapitalizationN/A
OAKIX vs QFVIX Comparison Chart
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OAKIX vs. QFVIX commentary
Nov 23, 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: 16.9B vs. QFVIX (2.69B). 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 : 10.23 vs. OAKIX (1.42). QFVIX return over 5 years is better than : 21.05 vs. OAKIX (8.36).
OAKIXQFVIXOAKIX / QFVIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years26 years-
Gain YTD-5.8872.524-233%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B2.69B628%
Annual Yield % from dividends1.842.2084%
Returns for 1 year1.4210.2314%
Returns for 3 years-8.983.62-248%
Returns for 5 years8.3621.0540%
Returns for 10 years6.9044.7215%
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