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OAKIX vs QFVRX
OAKIX vs QFVRX Comparison
Open Charts OAKIX vs QFVRX
Oakmark International Investor
Price$24.81
Change-$0.67 (-2.63%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Foreign Value R6
Price$10.69
Change-$0.06 (-0.56%)
VolumeN/A
CapitalizationN/A
OAKIX vs QFVRX Comparison Chart
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OAKIX vs. QFVRX commentary
Dec 19, 2024
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 StrongSell and QFVRX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.2B vs. QFVRX (2.57B). QFVRX pays higher dividends than OAKIX: QFVRX (4.60) vs OAKIX (1.84). OAKIX was incepted earlier than QFVRX: OAKIX (32 years) vs QFVRX (8 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. QFVRX (15.00). 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 : 4.23 vs. OAKIX (-0.97). QFVRX return over 5 years is better than : 14.94 vs. OAKIX (8.69).
| OAKIX | QFVRX | OAKIX / QFVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | -2.812 | 1.425 | -197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 2.57B | 630% |
| Annual Yield % from dividends | 1.84 | 4.60 | 40% |
| Returns for 1 year | -0.97 | 4.23 | -23% |
| Returns for 3 years | -1.37 | 4.47 | -31% |
| Returns for 5 years | 8.69 | 14.94 | 58% |
| Returns for 10 years | 17.05 | N/A | - |
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