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OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
Oakmark International Investor
Price$26.76
Change+$0.34 (+1.29%)
VolumeN/A
Net Assets15.48B
Pear Tree Polaris Foreign Value Ord
Price$23.63
Change+$0.21 (+0.90%)
VolumeN/A
Net Assets2.6B
OAKIX vs QFVOX Comparison Chart
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OAKIX vs. QFVOX commentary
Jan 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 Hold and QFVOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 15.5B vs. QFVOX (2.6B). OAKIX (1.84) and QFVOX (1.82) have matching dividends . OAKIX was incepted earlier than QFVOX: OAKIX (32 years) vs QFVOX (27 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. QFVOX (15.00). 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 : 6.27 vs. QFVOX (3.49). OAKIX (20.76) and QFVOX (20.65) have equivalent 5 years return.
| OAKIX | QFVOX | OAKIX / QFVOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | 6.997 | 4.043 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 2.6B | 596% |
| Annual Yield % from dividends | 1.84 | 1.82 | 101% |
| Returns for 1 year | 6.27 | 3.49 | 179% |
| Returns for 3 years | -1.63 | 3.83 | -43% |
| Returns for 5 years | 20.76 | 20.65 | 101% |
| Returns for 10 years | 22.93 | 46.14 | 50% |
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