Interact to see
Advertisement
Advertisement
OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
Oakmark International Investor
Price$31.11
Change+$0.17 (+0.55%)
VolumeN/A
Net Assets14.09B
Pear Tree Polaris Foreign Value Ord
Price$27.34
Change+$0.21 (+0.77%)
VolumeN/A
Net Assets1.73B
OAKIX vs QFVOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. QFVOX commentary
Aug 16, 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 Buy and QFVOX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. QFVOX (1.73B). OAKIX pays higher dividends than QFVOX: OAKIX (2.05) vs QFVOX (1.66). OAKIX was incepted earlier than QFVOX: OAKIX (33 years) vs QFVOX (27 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 : 22.21 vs. QFVOX (14.33). OAKIX (58.92) and QFVOX (56.35) have equivalent 5 years return.
| 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 | 27 years | - |
| Gain YTD | 24.390 | 20.524 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 1.73B | 814% |
| Annual Yield % from dividends | 2.05 | 1.66 | 123% |
| Returns for 1 year | 22.21 | 14.33 | 155% |
| Returns for 3 years | 37.52 | 39.86 | 94% |
| Returns for 5 years | 58.92 | 56.35 | 105% |
| Returns for 10 years | 38.96 | 65.24 | 60% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement