OAKIX
Price
$25.10
Change
-$0.22 (-0.87%)
Updated
Nov 13 closing price
QFVIX
Price
$23.36
Change
-$0.21 (-0.89%)
Updated
Nov 13 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$25.10
Change-$0.22 (-0.87%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Foreign Value Instl
Price$23.36
Change-$0.21 (-0.89%)
VolumeN/A
CapitalizationN/A
OAKIX vs QFVIX Comparison Chart
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OAKIX vs. QFVIX commentary
Nov 14, 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 StrongSell and QFVIX is a StrongSell.

FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.9B vs. QFVIX (2.75B). 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 : 14.57 vs. OAKIX (6.61). QFVIX return over 5 years is better than : 21.22 vs. OAKIX (8.49).
OAKIXQFVIXOAKIX / QFVIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years26 years-
Gain YTD-5.6632.567-221%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B2.75B615%
Annual Yield % from dividends1.842.2084%
Returns for 1 year6.6114.5745%
Returns for 3 years-11.541.84-627%
Returns for 5 years8.4921.2240%
Returns for 10 years9.7048.6520%
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