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OANEX vs QUSIX
OANEX vs QUSIX Comparison
Open Charts OANEX vs QUSIX
Oakmark International Small Cap Instl
Price$22.79
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets1.36B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.45
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets750.48M
OANEX vs QUSIX Comparison Chart in %
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OANEX vs. QUSIX commentary
Aug 08, 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: 1.36B vs. QUSIX (750M). 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 (19.99) and OANEX (19.93) have marching annual gain over last year. OANEX return over 5 years is better than : 81.86 vs. QUSIX (70.40).
| 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 | 28.250 | 23.506 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 750M | 181% |
| Annual Yield % from dividends | 1.90 | 2.68 | 71% |
| Returns for 1 year | 19.93 | 19.99 | 100% |
| Returns for 3 years | 50.06 | 43.56 | 115% |
| Returns for 5 years | 81.86 | 70.40 | 116% |
| Returns for 10 years | N/A | 74.56 | - |
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