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OAZEX vs QUSIX
OAZEX vs QUSIX Comparison
Open Charts OAZEX vs QUSIX
Oakmark International Small Cap R6
Price$18.21
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.26B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$15.22
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets849.21M
OAZEX vs QUSIX Comparison Chart
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FUNDAMENTALS
Fundamentals
OAZEX has more cash in the bank: 1.26B vs. QUSIX (849M). QUSIX pays higher dividends than OAZEX: QUSIX (2.44) vs OAZEX (2.10). OAZEX was incepted earlier than QUSIX: OAZEX (4 years) vs QUSIX (17 years). OAZEX is a more actively managed with annual turnover of: 32.00 vs. QUSIX (18.00). OAZEX (1000000) and QUSIX (1000000) have matching initial minimum investment requirements. QUSIX annual gain was more profitable for investors over the last year : 3.83 vs. OAZEX (-0.08).
| OAZEX | QUSIX | OAZEX / QUSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 2.476 | 2.216 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 849M | 148% |
| Annual Yield % from dividends | 2.10 | 2.44 | 86% |
| Returns for 1 year | -0.08 | 3.83 | -2% |
| Returns for 3 years | -2.11 | 2.14 | -99% |
| Returns for 5 years | N/A | 24.53 | - |
| Returns for 10 years | N/A | 52.15 | - |
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