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OAKIX vs QFVRX
OAKIX vs QFVRX Comparison
Open Charts OAKIX vs QFVRX
Oakmark International Investor
Price$30.39
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets14.15B
Pear Tree Polaris Foreign Value R6
Price$12.55
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2.02B
OAKIX vs QFVRX Comparison Chart in %
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OAKIX vs. QFVRX commentary
Jul 02, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. QFVRX (2.02B). QFVRX pays higher dividends than OAKIX: QFVRX (4.62) vs OAKIX (2.09). 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 : 21.16 vs. QFVRX (14.10). QFVRX (69.34) and OAKIX (68.85) 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 | 21.711 | 18.655 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 2.02B | 699% |
| Annual Yield % from dividends | 2.09 | 4.62 | 45% |
| Returns for 1 year | 21.16 | 14.10 | 150% |
| Returns for 3 years | 39.34 | 48.25 | 82% |
| Returns for 5 years | 68.85 | 69.34 | 99% |
| Returns for 10 years | 32.57 | N/A | - |
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