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OAYEX vs QUSIX
OAYEX vs QUSIX Comparison
Open Charts OAYEX vs QUSIX
Oakmark International Small Cap Advisor
Price$19.33
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets1.29B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$15.52
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets809.89M
OAYEX vs QUSIX Comparison Chart
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OAYEX vs. QUSIX commentary
Feb 23, 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: 1.3B vs. QUSIX (810M). 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 : 4.23 vs. OAYEX (1.36). OAYEX return over 5 years is better than : 35.15 vs. QUSIX (30.45).
| 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 | 8.413 | 3.627 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 810M | 160% |
| Annual Yield % from dividends | 1.99 | 2.44 | 82% |
| Returns for 1 year | 1.36 | 4.23 | 32% |
| Returns for 3 years | 8.39 | 5.99 | 140% |
| Returns for 5 years | 35.15 | 30.45 | 115% |
| Returns for 10 years | N/A | 47.89 | - |
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