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OANEX vs QUSIX
OANEX vs QUSIX Comparison
Open Charts OANEX vs QUSIX
Oakmark International Small Cap Instl
Price$19.27
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets1.29B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$15.52
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets809.89M
OANEX vs QUSIX Comparison Chart
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OANEX vs. QUSIX commentary
Feb 23, 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: 1.3B vs. QUSIX (810M). QUSIX pays higher dividends than OANEX: QUSIX (2.44) vs OANEX (2.08). OANEX was incepted earlier than QUSIX: OANEX (8 years) vs QUSIX (17 years). OANEX is a more actively managed with annual turnover of: 32.00 vs. QUSIX (18.00). 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 : 4.84 vs. OANEX (1.46). OANEX return over 5 years is better than : 35.65 vs. QUSIX (31.21).
| OANEX | QUSIX | OANEX / QUSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 8.441 | 4.231 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 810M | 160% |
| Annual Yield % from dividends | 2.08 | 2.44 | 85% |
| Returns for 1 year | 1.46 | 4.84 | 30% |
| Returns for 3 years | 8.55 | 6.60 | 129% |
| Returns for 5 years | 35.65 | 31.21 | 114% |
| Returns for 10 years | N/A | 48.75 | - |
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