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OAYEX vs QUSIX
OAYEX vs QUSIX Comparison
Open Charts OAYEX vs QUSIX
Oakmark International Small Cap Advisor
Price$23.19
Change-$0.18 (-0.77%)
VolumeN/A
Net Assets1.37B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.50
Change-$0.10 (-0.54%)
VolumeN/A
Net Assets761.47M
OAYEX vs QUSIX Comparison Chart in %
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OAYEX vs. QUSIX commentary
Jul 15, 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: 1.37B vs. QUSIX (761M). QUSIX pays higher dividends than OAYEX: QUSIX (2.66) vs OAYEX (1.81). 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 (13.00). 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 : 19.88 vs. QUSIX (14.07). OAYEX return over 5 years is better than : 98.19 vs. QUSIX (77.91).
| 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 | 30.062 | 24.244 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 761M | 180% |
| Annual Yield % from dividends | 1.81 | 2.66 | 68% |
| Returns for 1 year | 19.88 | 14.07 | 141% |
| Returns for 3 years | 65.21 | 54.42 | 120% |
| Returns for 5 years | 98.19 | 77.91 | 126% |
| Returns for 10 years | N/A | 71.77 | - |
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