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OAKIX vs QFVRX
OAKIX vs QFVRX Comparison
Open Charts OAKIX vs QFVRX
Oakmark International Investor
Price$25.25
Change+$0.22 (+0.88%)
VolumeN/A
Net Assets15.48B
Pear Tree Polaris Foreign Value R6
Price$10.70
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets2.56B
OAKIX vs QFVRX Comparison Chart
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OAKIX vs. QFVRX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 15.5B vs. QFVRX (2.56B). 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 : 4.78 vs. OAKIX (1.61). QFVRX return over 5 years is better than : 15.28 vs. OAKIX (7.92).
| 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 | 0.960 | 1.326 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 2.56B | 605% |
| Annual Yield % from dividends | 1.84 | 4.60 | 40% |
| Returns for 1 year | 1.61 | 4.78 | 34% |
| Returns for 3 years | -10.47 | -1.86 | 563% |
| Returns for 5 years | 7.92 | 15.28 | 52% |
| Returns for 10 years | 18.98 | N/A | - |
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