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OANIX vs QFVRX
OANIX vs QFVRX Comparison
Open Charts OANIX vs QFVRX
Oakmark International Institutional
Price$27.10
Change+$0.37 (+1.38%)
VolumeN/A
Net Assets13.3B
Pear Tree Polaris Foreign Value R6
Price$11.17
Change+$0.11 (+0.99%)
VolumeN/A
Net Assets1.9B
OANIX vs QFVRX Comparison Chart
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OANIX vs. QFVRX commentary
Apr 24, 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 QFVRX is a Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 13.3B vs. QFVRX (1.9B). QFVRX pays higher dividends than OANIX: QFVRX (5.02) vs OANIX (2.58). OANIX was incepted earlier than QFVRX: OANIX (8 years) vs QFVRX (8 years). QFVRX (1.11) is less costly to investors than OANIX (0.81). OANIX is a more actively managed with annual turnover of: 32.00 vs. QFVRX (21.00). QFVRX has a lower initial minimum investment than OANIX: QFVRX (100000) vs OANIX (250000). OANIX annual gain was more profitable for investors over the last year : 4.32 vs. QFVRX (2.76). OANIX return over 5 years is better than : 78.55 vs. QFVRX (70.51).
| OANIX | QFVRX | OANIX / QFVRX | |
| Total Expense Ratio | 0.81 | 0.94 | 86% |
| Annual Report Gross Expense Ratio | 0.81 | 1.11 | 73% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 7.220 | 4.735 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 1.9B | 700% |
| Annual Yield % from dividends | 2.58 | 5.02 | 51% |
| Returns for 1 year | 4.32 | 2.76 | 157% |
| Returns for 3 years | 13.35 | 14.55 | 92% |
| Returns for 5 years | 78.55 | 70.51 | 111% |
| Returns for 10 years | N/A | N/A | - |
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