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OAYEX vs QUSIX
OAYEX vs QUSIX Comparison
Open Charts OAYEX vs QUSIX
Oakmark International Small Cap Advisor
Price$17.35
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets1.21B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$14.52
Change+$0.27 (+1.89%)
VolumeN/A
Net Assets704.84M
OAYEX vs QUSIX Comparison Chart
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OAYEX vs. QUSIX commentary
Apr 10, 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 Hold.
FUNDAMENTALS
Fundamentals
OAYEX has more cash in the bank: 1.21B vs. QUSIX (705M). QUSIX pays higher dividends than OAYEX: QUSIX (3.12) vs OAYEX (2.10). OAYEX was incepted earlier than QUSIX: OAYEX (8 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). QUSIX annual gain was more profitable for investors over the last year : -9.04 vs. OAYEX (-10.85). OAYEX return over 5 years is better than : 72.50 vs. QUSIX (58.12).
| OAYEX | QUSIX | OAYEX / QUSIX | |
| Total Expense Ratio | 1.17 | 1.05 | 111% |
| Annual Report Gross Expense Ratio | 1.17 | 1.27 | 92% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | -2.692 | -4.298 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 705M | 172% |
| Annual Yield % from dividends | 2.10 | 3.12 | 67% |
| Returns for 1 year | -10.85 | -9.04 | 120% |
| Returns for 3 years | 5.82 | 2.71 | 214% |
| Returns for 5 years | 72.50 | 58.12 | 125% |
| Returns for 10 years | N/A | 32.12 | - |
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