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OAZEX vs QUSIX
OAZEX vs QUSIX Comparison
Open Charts OAZEX vs QUSIX
Oakmark International Small Cap R6
Price$21.19
Change-$0.12 (-0.56%)
VolumeN/A
Net Assets1.25B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$17.12
Change-$0.13 (-0.75%)
VolumeN/A
Net Assets736.99M
OAZEX vs QUSIX Comparison Chart
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FUNDAMENTALS
Fundamentals
OAZEX has more cash in the bank: 1.26B vs. QUSIX (737M). QUSIX pays higher dividends than OAZEX: QUSIX (2.97) vs OAZEX (2.13). OAZEX was incepted earlier than QUSIX: OAZEX (4 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. QUSIX (7.20) and OAZEX (7.03) have marching annual gain over last year.
| OAZEX | QUSIX | OAZEX / QUSIX | |
| Total Expense Ratio | 1.06 | 1.05 | 101% |
| Annual Report Gross Expense Ratio | 1.06 | 1.27 | 83% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 19.246 | 15.850 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 737M | 170% |
| Annual Yield % from dividends | 2.13 | 2.97 | 72% |
| Returns for 1 year | 7.03 | 7.20 | 98% |
| Returns for 3 years | 34.35 | 30.35 | 113% |
| Returns for 5 years | N/A | 81.25 | - |
| Returns for 10 years | N/A | 54.88 | - |
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