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OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
Oakmark International Investor
Price$32.02
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets14.56B
Pear Tree Polaris Foreign Value Ord
Price$28.07
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets1.56B
OAKIX vs QFVOX Comparison Chart in %
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OAKIX vs. QFVOX commentary
Oct 19, 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: 14.6B vs. QFVOX (1.57B). OAKIX pays higher dividends than QFVOX: OAKIX (1.95) vs QFVOX (1.57). 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 : 20.74 vs. QFVOX (16.09). QFVOX (66.20) and OAKIX (64.92) 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 | 28.029 | 24.700 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 1.57B | 933% |
| Annual Yield % from dividends | 1.95 | 1.57 | 124% |
| Returns for 1 year | 20.74 | 16.09 | 129% |
| Returns for 3 years | 63.18 | 67.48 | 94% |
| Returns for 5 years | 64.92 | 66.20 | 98% |
| Returns for 10 years | 50.49 | 76.24 | 66% |
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