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OAYEX vs QUSIX
OAYEX vs QUSIX Comparison
Open Charts OAYEX vs QUSIX
Oakmark International Small Cap Advisor
Price$23.31
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets1.37B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$19.03
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets727.62M
OAYEX vs QUSIX Comparison Chart in %
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OAYEX vs. QUSIX commentary
Sep 18, 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: 1.37B vs. QUSIX (728M). QUSIX pays higher dividends than OAYEX: QUSIX (2.60) vs OAYEX (1.76). 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). QUSIX annual gain was more profitable for investors over the last year : 17.13 vs. OAYEX (15.70). OAYEX return over 5 years is better than : 79.03 vs. QUSIX (70.97).
| 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 | 30.735 | 27.267 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 728M | 189% |
| Annual Yield % from dividends | 1.76 | 2.60 | 68% |
| Returns for 1 year | 15.70 | 17.13 | 92% |
| Returns for 3 years | 67.55 | 58.89 | 115% |
| Returns for 5 years | 79.03 | 70.97 | 111% |
| Returns for 10 years | N/A | 90.79 | - |
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