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OAYEX vs QUSIX
OAYEX vs QUSIX Comparison
Open Charts OAYEX vs QUSIX
Oakmark International Small Cap Advisor
Price$21.74
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.33B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$17.57
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets748.16M
OAYEX vs QUSIX Comparison Chart
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OAYEX vs. QUSIX commentary
Jun 07, 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 Buy and QUSIX is a Buy.
FUNDAMENTALS
Fundamentals
OAYEX has more cash in the bank: 1.33B vs. QUSIX (748M). QUSIX pays higher dividends than OAYEX: QUSIX (2.81) vs OAYEX (1.88). OAYEX was incepted earlier than QUSIX: OAYEX (9 years) vs QUSIX (17 years). QUSIX (1.27) is less costly to investors than OAYEX (1.17). OAYEX is a more actively managed with annual turnover of: 40.00 vs. QUSIX (21.00). OAYEX has a lower initial minimum investment than QUSIX: OAYEX (100000) vs QUSIX (1000000). OAYEX annual gain was more profitable for investors over the last year : 10.43 vs. QUSIX (8.32). OAYEX return over 5 years is better than : 70.23 vs. QUSIX (64.04).
| OAYEX | QUSIX | OAYEX / QUSIX | |
| Total Expense Ratio | 1.17 | 1.05 | 111% |
| Annual Report Gross Expense Ratio | 1.17 | 1.27 | 92% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 21.929 | 18.334 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 748M | 178% |
| Annual Yield % from dividends | 1.88 | 2.81 | 67% |
| Returns for 1 year | 10.43 | 8.32 | 125% |
| Returns for 3 years | 33.69 | 30.92 | 109% |
| Returns for 5 years | 70.23 | 64.04 | 110% |
| Returns for 10 years | N/A | 61.26 | - |
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