Interact to see
Advertisement
Advertisement
OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
Oakmark International Investor
Price$31.03
Change+$0.32 (+1.04%)
VolumeN/A
Net Assets14.33B
Pear Tree Polaris Foreign Value Ord
Price$27.50
Change+$0.29 (+1.07%)
VolumeN/A
Net Assets1.73B
OAKIX vs QFVOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. QFVOX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. QFVOX (1.73B). OAKIX pays higher dividends than QFVOX: OAKIX (1.99) vs QFVOX (1.60). 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 : 18.23 vs. QFVOX (13.36). QFVOX return over 5 years is better than : 60.62 vs. OAKIX (56.33).
| 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 | 24.070 | 22.168 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 1.73B | 827% |
| Annual Yield % from dividends | 1.99 | 1.60 | 125% |
| Returns for 1 year | 18.23 | 13.36 | 136% |
| Returns for 3 years | 51.83 | 56.21 | 92% |
| Returns for 5 years | 56.33 | 60.62 | 93% |
| Returns for 10 years | 49.01 | 76.42 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement