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OAKIX vs QFVIX
OAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIX
Oakmark International Investor
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
Pear Tree Polaris Foreign Value Instl
Price$24.43
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets1.9B
OAKIX vs QFVIX Comparison Chart
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OAKIX vs. QFVIX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. QFVIX (1.9B). QFVIX (2.28) and OAKIX (2.21) have matching dividends . OAKIX was incepted earlier than QFVIX: OAKIX (33 years) vs QFVIX (26 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 (21.00). OAKIX has a lower initial minimum investment than QFVIX: OAKIX (0) vs QFVIX (1000000). OAKIX annual gain was more profitable for investors over the last year : 7.95 vs. QFVIX (4.03). OAKIX return over 5 years is better than : 79.44 vs. QFVIX (66.05).
| 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 | 26 years | - |
| Gain YTD | 13.914 | 8.453 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 1.9B | 712% |
| Annual Yield % from dividends | 2.21 | 2.28 | 97% |
| Returns for 1 year | 7.95 | 4.03 | 197% |
| Returns for 3 years | 28.49 | 26.33 | 108% |
| Returns for 5 years | 79.44 | 66.05 | 120% |
| Returns for 10 years | 21.44 | 44.84 | 48% |
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