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OAKIX vs QFVRX
OAKIX vs QFVRX Comparison
Open Charts OAKIX vs QFVRX
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Foreign Value R6
Price$12.07
Change-$0.11 (-0.90%)
VolumeN/A
CapitalizationN/A
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OAKIX vs QFVRX Comparison Chart
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OAKIX vs. QFVRX commentary
Sep 21, 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 StrongBuy and QFVRX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. QFVRX (2.97B). 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 : 19.75 vs. OAKIX (6.45). QFVRX return over 5 years is better than : 32.02 vs. OAKIX (21.05).
| 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 | 0.261 | 8.348 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 2.97B | 610% |
| Annual Yield % from dividends | 1.84 | 4.60 | 40% |
| Returns for 1 year | 6.45 | 19.75 | 33% |
| Returns for 3 years | 0.80 | 9.71 | 8% |
| Returns for 5 years | 21.05 | 32.02 | 66% |
| Returns for 10 years | 14.25 | N/A | - |
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