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OAYEX vs QUSIX
OAYEX vs QUSIX Comparison
Open Charts OAYEX vs QUSIX
Oakmark International Small Cap Advisor
Price$23.12
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets1.36B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.58
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets755.41M
OAYEX vs QUSIX Comparison Chart in %
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OAYEX vs. QUSIX commentary
Aug 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 Hold and QUSIX is a Buy.
FUNDAMENTALS
Fundamentals
OAYEX has more cash in the bank: 1.36B vs. QUSIX (755M). QUSIX pays higher dividends than OAYEX: QUSIX (2.68) vs OAYEX (1.82). 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 (19.88) and QUSIX (19.79) have marching annual gain over last year. OAYEX return over 5 years is better than : 83.29 vs. QUSIX (72.16).
| 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 | 29.669 | 24.782 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 755M | 180% |
| Annual Yield % from dividends | 1.82 | 2.68 | 68% |
| Returns for 1 year | 19.88 | 19.79 | 100% |
| Returns for 3 years | 52.52 | 44.64 | 118% |
| Returns for 5 years | 83.29 | 72.16 | 115% |
| Returns for 10 years | N/A | 76.36 | - |