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OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
Oakmark International Investor
Price$30.82
Change-$0.14 (-0.45%)
VolumeN/A
Net Assets14.38B
Pear Tree Polaris Foreign Value Ord
Price$27.96
Change-$0.15 (-0.53%)
VolumeN/A
Net Assets1.43B
OAKIX vs QFVOX Comparison Chart in %
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OAKIX vs. QFVOX commentary
Nov 20, 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 QFVOX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. QFVOX (1.43B). OAKIX pays higher dividends than QFVOX: OAKIX (1.94) vs QFVOX (1.55). OAKIX was incepted earlier than QFVOX: OAKIX (33 years) vs QFVOX (28 years). QFVOX (1.51) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. QFVOX (18.00). OAKIX has a lower initial minimum investment than QFVOX: OAKIX (0) vs QFVOX (2500). OAKIX annual gain was more profitable for investors over the last year : 23.88 vs. QFVOX (22.10). QFVOX return over 5 years is better than : 45.64 vs. OAKIX (35.90).
| OAKIX | QFVOX | OAKIX / QFVOX | |
| Total Expense Ratio | 1.05 | 1.41 | 74% |
| Annual Report Gross Expense Ratio | 1.05 | 1.51 | 70% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 23.231 | 24.878 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 1.43B | 1,008% |
| Annual Yield % from dividends | 1.94 | 1.55 | 125% |
| Returns for 1 year | 23.88 | 22.10 | 108% |
| Returns for 3 years | 37.28 | 50.13 | 74% |
| Returns for 5 years | 35.90 | 45.64 | 79% |
| Returns for 10 years | 44.72 | 78.90 | 57% |
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