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OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
Oakmark International Investor
Price$25.48
Change-$0.20 (-0.78%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Foreign Value Ord
Price$22.91
Change-$0.59 (-2.51%)
VolumeN/A
CapitalizationN/A
OAKIX vs QFVOX Comparison Chart
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OAKIX vs. QFVOX commentary
Dec 18, 2024
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 StrongSell and QFVOX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.2B vs. QFVOX (2.66B). 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). QFVOX annual gain was more profitable for investors over the last year : 3.82 vs. OAKIX (-0.97). QFVOX return over 5 years is better than : 12.31 vs. OAKIX (8.69).
| 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 | -2.812 | 1.031 | -273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 2.66B | 609% |
| Annual Yield % from dividends | 1.84 | 1.82 | 101% |
| Returns for 1 year | -0.97 | 3.82 | -25% |
| Returns for 3 years | -1.37 | 3.01 | -46% |
| Returns for 5 years | 8.69 | 12.31 | 71% |
| Returns for 10 years | 17.05 | 45.02 | 38% |
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