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OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
Oakmark International Investor
Price$26.01
Change+$0.72 (+2.85%)
VolumeN/A
Net Assets13.3B
Pear Tree Polaris Foreign Value Ord
Price$22.31
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets2.07B
OAKIX vs QFVOX Comparison Chart
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OAKIX vs. QFVOX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.3B vs. QFVOX (2.07B). OAKIX pays higher dividends than QFVOX: OAKIX (2.28) vs QFVOX (1.85). 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 : 0.07 vs. QFVOX (-3.59). OAKIX return over 5 years is better than : 65.59 vs. QFVOX (52.63).
| 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 | 3.998 | -0.888 | -450% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 2.07B | 644% |
| Annual Yield % from dividends | 2.28 | 1.85 | 123% |
| Returns for 1 year | 0.07 | -3.59 | -2% |
| Returns for 3 years | 9.59 | 6.52 | 147% |
| Returns for 5 years | 65.59 | 52.63 | 125% |
| Returns for 10 years | 11.09 | 29.21 | 38% |
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