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OAYEX vs QUSIX
OAYEX vs QUSIX Comparison
Open Charts OAYEX vs QUSIX
Oakmark International Small Cap Advisor
Price$17.87
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets1.26B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$14.99
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets838.9M
OAYEX vs QUSIX Comparison Chart
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OAYEX vs. QUSIX commentary
Jan 19, 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 OAYEX is a Hold and QUSIX is a Buy.
FUNDAMENTALS
Fundamentals
OAYEX has more cash in the bank: 1.26B vs. QUSIX (839M). QUSIX pays higher dividends than OAYEX: QUSIX (2.44) vs OAYEX (1.99). OAYEX was incepted earlier than QUSIX: OAYEX (8 years) vs QUSIX (17 years). OAYEX is a more actively managed with annual turnover of: 32.00 vs. QUSIX (18.00). OAYEX has a lower initial minimum investment than QUSIX: OAYEX (100000) vs QUSIX (1000000). QUSIX annual gain was more profitable for investors over the last year : 2.81 vs. OAYEX (-1.22). QUSIX return over 5 years is better than : 21.80 vs. OAYEX (18.52).
| OAYEX | QUSIX | OAYEX / 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 | 0.224 | 0.672 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 839M | 150% |
| Annual Yield % from dividends | 1.99 | 2.44 | 82% |
| Returns for 1 year | -1.22 | 2.81 | -44% |
| Returns for 3 years | -6.58 | -0.84 | 780% |
| Returns for 5 years | 18.52 | 21.80 | 85% |
| Returns for 10 years | N/A | 50.80 | - |