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OANEX vs QUSIX
OANEX vs QUSIX Comparison
Open Charts OANEX vs QUSIX
Oakmark International Small Cap Instl
Price$17.73
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$14.81
Change+$0.01 (+0.07%)
VolumeN/A
CapitalizationN/A
OANEX vs QUSIX Comparison Chart
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OANEX vs. QUSIX commentary
Dec 24, 2024
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: 1.52B vs. QUSIX (879M). 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 : -1.12 vs. OANEX (-5.97). QUSIX return over 5 years is better than : 20.67 vs. OANEX (18.38).
| 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 | -6.744 | -2.508 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 879M | 173% |
| Annual Yield % from dividends | 2.08 | 2.44 | 85% |
| Returns for 1 year | -5.97 | -1.12 | 533% |
| Returns for 3 years | -5.04 | -0.19 | 2,673% |
| Returns for 5 years | 18.38 | 20.67 | 89% |
| Returns for 10 years | N/A | 49.58 | - |
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