Ad is loading...
OAKIX vs QFVIX
OAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIX
Oakmark International Investor
Price$27.43
Change-$0.25 (-0.90%)
VolumeN/A
Net Assets14.74B
Pear Tree Polaris Foreign Value Instl
Price$23.98
Change-$0.20 (-0.83%)
VolumeN/A
Net Assets2.26B
OAKIX vs QFVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. QFVIX commentary
Mar 31, 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 StrongBuy and QFVIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.7B vs. QFVIX (2.26B). QFVIX (2.35) and OAKIX (2.26) 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 : 4.51 vs. QFVIX (3.35). OAKIX (85.91) and QFVIX (82.53) have equivalent 5 years return.
| 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 | 9.676 | 7.245 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7B | 2.26B | 651% |
| Annual Yield % from dividends | 2.26 | 2.35 | 96% |
| Returns for 1 year | 4.51 | 3.35 | 135% |
| Returns for 3 years | 7.66 | 11.83 | 65% |
| Returns for 5 years | 85.91 | 82.53 | 104% |
| Returns for 10 years | 19.27 | 48.98 | 39% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers