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OANEX vs QUSIX
OANEX vs QUSIX Comparison
Open Charts OANEX vs QUSIX
Oakmark International Small Cap Instl
Price$23.01
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.37B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.57
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets763.16M
OANEX vs QUSIX Comparison Chart in %
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OANEX vs. QUSIX commentary
Jul 16, 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 Hold and QUSIX is a Buy.
FUNDAMENTALS
Fundamentals
OANEX has more cash in the bank: 1.37B vs. QUSIX (763M). QUSIX pays higher dividends than OANEX: QUSIX (2.66) vs OANEX (1.89). 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). OANEX annual gain was more profitable for investors over the last year : 18.89 vs. QUSIX (14.04). OANEX return over 5 years is better than : 93.10 vs. QUSIX (76.79).
| 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 | 29.488 | 24.580 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 763M | 180% |
| Annual Yield % from dividends | 1.89 | 2.66 | 71% |
| Returns for 1 year | 18.89 | 14.04 | 135% |
| Returns for 3 years | 64.80 | 55.89 | 116% |
| Returns for 5 years | 93.10 | 76.79 | 121% |
| Returns for 10 years | N/A | 71.99 | - |
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