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OAKIX vs QFVRX
OAKIX vs QFVRX Comparison
Open Charts OAKIX vs QFVRX
Oakmark International Investor
Price$27.16
Change+$0.37 (+1.38%)
VolumeN/A
Net Assets13.3B
Pear Tree Polaris Foreign Value R6
Price$11.17
Change+$0.11 (+0.99%)
VolumeN/A
Net Assets1.9B
OAKIX vs QFVRX Comparison Chart
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OAKIX vs. QFVRX commentary
Apr 24, 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 QFVRX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.3B vs. QFVRX (1.9B). QFVRX pays higher dividends than OAKIX: QFVRX (5.02) vs OAKIX (2.28). OAKIX was incepted earlier than QFVRX: OAKIX (33 years) vs QFVRX (8 years). QFVRX (1.11) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. QFVRX (21.00). OAKIX has a lower initial minimum investment than QFVRX: OAKIX (0) vs QFVRX (100000). OAKIX annual gain was more profitable for investors over the last year : 4.05 vs. QFVRX (2.76). OAKIX return over 5 years is better than : 77.04 vs. QFVRX (70.51).
| OAKIX | QFVRX | OAKIX / QFVRX | |
| Total Expense Ratio | 1.05 | 0.94 | 112% |
| Annual Report Gross Expense Ratio | 1.05 | 1.11 | 95% |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 7.117 | 4.735 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 1.9B | 700% |
| Annual Yield % from dividends | 2.28 | 5.02 | 45% |
| Returns for 1 year | 4.05 | 2.76 | 147% |
| Returns for 3 years | 12.87 | 14.55 | 88% |
| Returns for 5 years | 77.04 | 70.51 | 109% |
| Returns for 10 years | 13.25 | N/A | - |
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