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OAZEX vs QUSIX
OAZEX vs QUSIX Comparison
Open Charts OAZEX vs QUSIX
Oakmark International Small Cap R6
Price$23.02
Change-$0.46 (-1.96%)
VolumeN/A
Net Assets1.37B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.58
Change-$0.16 (-0.85%)
VolumeN/A
Net Assets766.61M
OAZEX vs QUSIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZEX has more cash in the bank: 1.37B vs. QUSIX (767M). QUSIX pays higher dividends than OAZEX: QUSIX (2.66) vs OAZEX (1.92). 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 (13.00). OAZEX (1000000) and QUSIX (1000000) have matching initial minimum investment requirements. OAZEX annual gain was more profitable for investors over the last year : 18.61 vs. QUSIX (16.32).
| 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 | 29.544 | 25.856 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 767M | 179% |
| Annual Yield % from dividends | 1.92 | 2.66 | 72% |
| Returns for 1 year | 18.61 | 16.32 | 114% |
| Returns for 3 years | 50.61 | 45.88 | 110% |
| Returns for 5 years | N/A | 75.59 | - |
| Returns for 10 years | N/A | 75.92 | - |
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