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OANEX vs QUSIX
OANEX vs QUSIX Comparison
Open Charts OANEX vs QUSIX
Oakmark International Small Cap Instl
Price$23.13
Change-$0.15 (-0.64%)
VolumeN/A
Net Assets1.36B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.75
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets738.61M
OANEX vs QUSIX Comparison Chart in %
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OANEX vs. QUSIX commentary
Aug 30, 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: 1.36B vs. QUSIX (739M). QUSIX pays higher dividends than OANEX: QUSIX (2.68) vs OANEX (1.90). 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 (14.28) and OANEX (14.11) have marching annual gain over last year. OANEX return over 5 years is better than : 77.93 vs. QUSIX (69.10).
| 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 | 31.007 | 26.259 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 739M | 184% |
| Annual Yield % from dividends | 1.90 | 2.68 | 71% |
| Returns for 1 year | 14.11 | 14.28 | 99% |
| Returns for 3 years | 63.71 | 53.12 | 120% |
| Returns for 5 years | 77.93 | 69.10 | 113% |
| Returns for 10 years | N/A | 92.00 | - |
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