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OAYEX vs QUSIX
OAYEX vs QUSIX Comparison
Open Charts OAYEX vs QUSIX
Oakmark International Small Cap Advisor
Price$19.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$15.61
Change-$0.05 (-0.32%)
VolumeN/A
CapitalizationN/A
OAYEX vs QUSIX Comparison Chart
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OAYEX vs. QUSIX commentary
Nov 18, 2024
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 StrongSell and QUSIX is a Buy.
FUNDAMENTALS
Fundamentals
OAYEX has more cash in the bank: 1.57B vs. QUSIX (931M). 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 : 9.43 vs. OAYEX (8.41). OAYEX return over 5 years is better than : 32.52 vs. QUSIX (30.39).
| 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 | -0.359 | -0.446 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 931M | 168% |
| Annual Yield % from dividends | 1.99 | 2.44 | 82% |
| Returns for 1 year | 8.41 | 9.43 | 89% |
| Returns for 3 years | -1.63 | -0.90 | 182% |
| Returns for 5 years | 32.52 | 30.39 | 107% |
| Returns for 10 years | N/A | 50.60 | - |
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