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OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Foreign Value Ord
Price$24.94
Change-$0.23 (-0.91%)
VolumeN/A
CapitalizationN/A
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OAKIX vs QFVOX Comparison Chart
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OAKIX vs. QFVOX commentary
Sep 21, 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 StrongBuy and QFVOX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. QFVOX (2.97B). OAKIX (1.84) and QFVOX (1.82) have matching dividends . OAKIX was incepted earlier than QFVOX: OAKIX (32 years) vs QFVOX (26 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 : 19.18 vs. OAKIX (6.45). QFVOX return over 5 years is better than : 28.92 vs. OAKIX (21.05).
| OAKIX | QFVOX | OAKIX / QFVOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 0.261 | 7.965 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 2.97B | 610% |
| Annual Yield % from dividends | 1.84 | 1.82 | 101% |
| Returns for 1 year | 6.45 | 19.18 | 34% |
| Returns for 3 years | 0.80 | 8.09 | 10% |
| Returns for 5 years | 21.05 | 28.92 | 73% |
| Returns for 10 years | 14.25 | 47.62 | 30% |
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