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OANEX vs QUSIX
OANEX vs QUSIX Comparison
Open Charts OANEX vs QUSIX
Oakmark International Small Cap Instl
Price$22.65
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.34B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.58
Change-$0.06 (-0.32%)
VolumeN/A
Net Assets702.24M
OANEX vs QUSIX Comparison Chart in %
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OANEX vs. QUSIX commentary
Oct 10, 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 OANEX is a Buy and QUSIX is a Hold.
FUNDAMENTALS
Fundamentals
OANEX has more cash in the bank: 1.34B vs. QUSIX (702M). QUSIX pays higher dividends than OANEX: QUSIX (2.59) vs OANEX (1.88). OANEX was incepted earlier than QUSIX: OANEX (9 years) vs QUSIX (17 years). QUSIX (1.27) is less costly to investors than OANEX (1.08). OANEX is a more actively managed with annual turnover of: 40.00 vs. QUSIX (13.00). OANEX has a lower initial minimum investment than QUSIX: OANEX (250000) vs QUSIX (1000000). QUSIX annual gain was more profitable for investors over the last year : 17.39 vs. OANEX (12.15). OANEX return over 5 years is better than : 71.43 vs. QUSIX (66.63).
| OANEX | QUSIX | OANEX / QUSIX | |
| Total Expense Ratio | 1.08 | 1.05 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 1.27 | 85% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 27.462 | 25.185 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 702M | 191% |
| Annual Yield % from dividends | 1.88 | 2.59 | 73% |
| Returns for 1 year | 12.15 | 17.39 | 70% |
| Returns for 3 years | 76.50 | 68.80 | 111% |
| Returns for 5 years | 71.43 | 66.63 | 107% |
| Returns for 10 years | N/A | 88.71 | - |
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