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OAYEX vs QUSIX
OAYEX vs QUSIX Comparison
Open Charts OAYEX vs QUSIX
Oakmark International Small Cap Advisor
Price$18.17
Change-$0.21 (-1.14%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$15.02
Change-$0.64 (-4.09%)
VolumeN/A
CapitalizationN/A
OAYEX vs QUSIX Comparison Chart
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OAYEX vs. QUSIX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
OAYEX has more cash in the bank: 1.52B vs. QUSIX (919M). 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 : 1.50 vs. OAYEX (-2.26). OAYEX (21.70) and QUSIX (21.30) have equivalent 5 years return.
| 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 | -4.819 | -1.998 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 919M | 166% |
| Annual Yield % from dividends | 1.99 | 2.44 | 82% |
| Returns for 1 year | -2.26 | 1.50 | -151% |
| Returns for 3 years | 0.48 | 2.13 | 23% |
| Returns for 5 years | 21.70 | 21.30 | 102% |
| Returns for 10 years | N/A | 51.19 | - |
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