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OANEX vs QUSIX
OANEX vs QUSIX Comparison
Open Charts OANEX vs QUSIX
Oakmark International Small Cap Instl
Price$19.07
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets1.21B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$15.71
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets682.44M
OANEX vs QUSIX Comparison Chart
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OANEX vs. QUSIX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
OANEX has more cash in the bank: 1.21B vs. QUSIX (682M). QUSIX pays higher dividends than OANEX: QUSIX (3.12) vs OANEX (2.20). OANEX was incepted earlier than QUSIX: OANEX (8 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 (21.00). 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 : 4.49 vs. OANEX (2.95). OANEX return over 5 years is better than : 88.73 vs. QUSIX (73.16).
| OANEX | QUSIX | OANEX / QUSIX | |
| Total Expense Ratio | 1.08 | 1.05 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 1.27 | 85% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 7.316 | 5.306 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 682M | 178% |
| Annual Yield % from dividends | 2.20 | 3.12 | 71% |
| Returns for 1 year | 2.95 | 4.49 | 66% |
| Returns for 3 years | 18.05 | 14.43 | 125% |
| Returns for 5 years | 88.73 | 73.16 | 121% |
| Returns for 10 years | N/A | 45.17 | - |
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