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OAKIX vs QFVRX
OAKIX vs QFVRX Comparison
Open Charts OAKIX vs QFVRX
Oakmark International Investor
Price$27.22
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
Pear Tree Polaris Foreign Value R6
Price$11.13
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets2.53B
OAKIX vs QFVRX Comparison Chart
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OAKIX vs. QFVRX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.8B vs. QFVRX (2.53B). 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). OAKIX annual gain was more profitable for investors over the last year : 5.76 vs. QFVRX (4.70). QFVRX return over 5 years is better than : 23.49 vs. OAKIX (21.18).
| 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 | 8.836 | 5.492 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 2.53B | 584% |
| Annual Yield % from dividends | 1.84 | 4.60 | 40% |
| Returns for 1 year | 5.76 | 4.70 | 122% |
| Returns for 3 years | 2.33 | 6.97 | 33% |
| Returns for 5 years | 21.18 | 23.49 | 90% |
| Returns for 10 years | 17.69 | N/A | - |
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