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OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
Oakmark International Investor
Price$30.86
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets14.37B
Pear Tree Polaris Foreign Value Ord
Price$27.06
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets1.82B
OAKIX vs QFVOX Comparison Chart in %
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OAKIX vs. QFVOX commentary
Jul 06, 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 StrongBuy and QFVOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. QFVOX (1.82B). OAKIX pays higher dividends than QFVOX: OAKIX (2.03) vs QFVOX (1.64). 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 : 20.77 vs. QFVOX (13.80). OAKIX (67.07) and QFVOX (66.03) 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 | 23.391 | 20.213 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 1.82B | 792% |
| Annual Yield % from dividends | 2.03 | 1.64 | 123% |
| Returns for 1 year | 20.77 | 13.80 | 150% |
| Returns for 3 years | 41.26 | 48.43 | 85% |
| Returns for 5 years | 67.07 | 66.03 | 102% |
| Returns for 10 years | 37.11 | 63.04 | 59% |
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