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OAZEX vs QUSIX
OAZEX vs QUSIX Comparison
Open Charts OAZEX vs QUSIX
Oakmark International Small Cap R6
Price$21.77
Change-$0.38 (-1.72%)
VolumeN/A
Net Assets1.33B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$17.82
Change-$0.09 (-0.50%)
VolumeN/A
Net Assets752.26M
OAZEX vs QUSIX Comparison Chart
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FUNDAMENTALS
Fundamentals
OAZEX has more cash in the bank: 1.33B vs. QUSIX (752M). QUSIX pays higher dividends than OAZEX: QUSIX (2.81) vs OAZEX (1.99). OAZEX was incepted earlier than QUSIX: OAZEX (5 years) vs QUSIX (17 years). QUSIX (1.27) is less costly to investors than OAZEX (1.06). OAZEX is a more actively managed with annual turnover of: 40.00 vs. QUSIX (21.00). OAZEX (1000000) and QUSIX (1000000) have matching initial minimum investment requirements. OAZEX annual gain was more profitable for investors over the last year : 14.36 vs. QUSIX (13.21).
| OAZEX | QUSIX | OAZEX / QUSIX | |
| Total Expense Ratio | 1.06 | 1.05 | 101% |
| Annual Report Gross Expense Ratio | 1.06 | 1.27 | 83% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 22.510 | 20.282 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 752M | 177% |
| Annual Yield % from dividends | 1.99 | 2.81 | 71% |
| Returns for 1 year | 14.36 | 13.21 | 109% |
| Returns for 3 years | 51.74 | 43.04 | 120% |
| Returns for 5 years | N/A | 74.68 | - |
| Returns for 10 years | N/A | 63.79 | - |
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