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OAKIX vs QFVRX
OAKIX vs QFVRX Comparison
Open Charts OAKIX vs QFVRX
Oakmark International Investor
Price$30.53
Change+$0.42 (+1.39%)
VolumeN/A
Net Assets14.09B
Pear Tree Polaris Foreign Value R6
Price$12.52
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets1.69B
OAKIX vs QFVRX Comparison Chart in %
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OAKIX vs. QFVRX commentary
Aug 08, 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 Buy and QFVRX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. QFVRX (1.69B). QFVRX pays higher dividends than OAKIX: QFVRX (4.51) vs OAKIX (2.05). OAKIX was incepted earlier than QFVRX: OAKIX (33 years) vs QFVRX (9 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 (18.00). 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 : 22.23 vs. QFVRX (15.40). QFVRX (59.80) and OAKIX (58.40) 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 | 9 years | - |
| Gain YTD | 20.392 | 17.519 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 1.69B | 833% |
| Annual Yield % from dividends | 2.05 | 4.51 | 45% |
| Returns for 1 year | 22.23 | 15.40 | 144% |
| Returns for 3 years | 34.64 | 40.32 | 86% |
| Returns for 5 years | 58.40 | 59.80 | 98% |
| Returns for 10 years | 29.36 | N/A | - |
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