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OANIX vs QFVIX
OANIX vs QFVIX Comparison
Open Charts OANIX vs QFVIX
Oakmark International Institutional
Price$28.43
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
Pear Tree Polaris Foreign Value Instl
Price$24.43
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets1.9B
OANIX vs QFVIX Comparison Chart
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OANIX vs. QFVIX commentary
May 11, 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 OANIX is a Hold and QFVIX is a Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 13.5B vs. QFVIX (1.9B). OANIX pays higher dividends than QFVIX: OANIX (2.50) vs QFVIX (2.28). OANIX was incepted earlier than QFVIX: OANIX (8 years) vs QFVIX (26 years). QFVIX (1.26) is less costly to investors than OANIX (0.81). OANIX is a more actively managed with annual turnover of: 32.00 vs. QFVIX (21.00). OANIX has a lower initial minimum investment than QFVIX: OANIX (250000) vs QFVIX (1000000). OANIX annual gain was more profitable for investors over the last year : 8.24 vs. QFVIX (4.03). OANIX return over 5 years is better than : 81.10 vs. QFVIX (66.05).
| OANIX | QFVIX | OANIX / QFVIX | |
| Total Expense Ratio | 0.81 | 1.04 | 78% |
| Annual Report Gross Expense Ratio | 0.81 | 1.26 | 64% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 14.039 | 8.453 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 1.9B | 712% |
| Annual Yield % from dividends | 2.50 | 2.28 | 109% |
| Returns for 1 year | 8.24 | 4.03 | 204% |
| Returns for 3 years | 29.01 | 26.33 | 110% |
| Returns for 5 years | 81.10 | 66.05 | 123% |
| Returns for 10 years | N/A | 44.84 | - |
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