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OAYEX vs QUSIX
OAYEX vs QUSIX Comparison
Open Charts OAYEX vs QUSIX
Oakmark International Small Cap Advisor
Price$22.74
Change-$0.16 (-0.70%)
VolumeN/A
Net Assets1.34B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.64
Change-$0.08 (-0.43%)
VolumeN/A
Net Assets706.88M
OAYEX vs QUSIX Comparison Chart in %
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OAYEX vs. QUSIX commentary
Oct 08, 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: 1.34B vs. QUSIX (707M). QUSIX pays higher dividends than OAYEX: QUSIX (2.59) vs OAYEX (1.79). 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 : 15.91 vs. OAYEX (10.93). OAYEX return over 5 years is better than : 72.57 vs. QUSIX (68.51).
| 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 | 27.538 | 25.722 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 707M | 189% |
| Annual Yield % from dividends | 1.79 | 2.59 | 69% |
| Returns for 1 year | 10.93 | 15.91 | 69% |
| Returns for 3 years | 76.33 | 69.52 | 110% |
| Returns for 5 years | 72.57 | 68.51 | 106% |
| Returns for 10 years | N/A | 89.52 | - |
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