Ad is loading...
OAKIX vs QFVRX
OAKIX vs QFVRX Comparison
Open Charts OAKIX vs QFVRX
Oakmark International Investor
Price$26.40
Change-$0.65 (-2.40%)
VolumeN/A
Net Assets13.3B
Pear Tree Polaris Foreign Value R6
Price$11.11
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets2.24B
OAKIX vs QFVRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. QFVRX commentary
Apr 04, 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 QFVRX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.3B vs. QFVRX (2.24B). 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). QFVRX annual gain was more profitable for investors over the last year : 2.61 vs. OAKIX (0.51). OAKIX (93.39) and QFVRX (89.56) have equivalent 5 years return.
| 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 | 5.558 | 6.345 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 2.24B | 593% |
| Annual Yield % from dividends | 2.28 | 5.02 | 45% |
| Returns for 1 year | 0.51 | 2.61 | 20% |
| Returns for 3 years | 6.05 | 12.84 | 47% |
| Returns for 5 years | 93.39 | 89.56 | 104% |
| Returns for 10 years | 12.97 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers