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OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
Oakmark International Investor
Price$29.81
Change-$0.42 (-1.39%)
VolumeN/A
Net Assets14.15B
Pear Tree Polaris Foreign Value Ord
Price$26.12
Change-$0.29 (-1.10%)
VolumeN/A
Net Assets2.03B
OAKIX vs QFVOX Comparison Chart
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OAKIX vs. QFVOX commentary
Jun 15, 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: 14.1B vs. QFVOX (2.03B). OAKIX pays higher dividends than QFVOX: OAKIX (2.09) vs QFVOX (1.70). 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 (21.00). 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 : 16.08 vs. QFVOX (12.84). OAKIX return over 5 years is better than : 66.13 vs. QFVOX (62.50).
| 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 | 19.192 | 17.326 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 2.03B | 695% |
| Annual Yield % from dividends | 2.09 | 1.70 | 123% |
| Returns for 1 year | 16.08 | 12.84 | 125% |
| Returns for 3 years | 36.10 | 38.66 | 93% |
| Returns for 5 years | 66.13 | 62.50 | 106% |
| Returns for 10 years | 29.72 | 54.79 | 54% |
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