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QUSIX vs QUSOX
QUSIX vs QUSOX Comparison
Open Charts QUSIX vs QUSOX
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$17.82
Change-$0.09 (-0.50%)
VolumeN/A
Net Assets752.26M
Pear Tree Polaris Fgn Val Sm Cap Ord
Price$17.88
Change-$0.09 (-0.50%)
VolumeN/A
Net Assets752.26M
QUSIX vs QUSOX Comparison Chart
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QUSIX vs. QUSOX commentary
Jun 15, 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 QUSIX is a Buy and QUSOX is a Buy.
FUNDAMENTALS
Fundamentals
QUSIX (752M) and QUSOX (752M) have equal amount of cash in the bank . QUSIX pays higher dividends than QUSOX: QUSIX (2.81) vs QUSOX (2.13). QUSIX was incepted earlier than QUSOX: QUSIX (17 years) vs QUSOX (17 years). QUSOX (1.52) is less costly to investors than QUSIX (1.27). QUSIX (21.00) and QUSOX (21.00) have comparable annual turnover. QUSOX has a lower initial minimum investment than QUSIX: QUSOX (2500) vs QUSIX (1000000). QUSIX (13.21) and QUSOX (12.79) have marching annual gain over last year. QUSIX (74.68) and QUSOX (71.45) have equivalent 5 years return.
| QUSIX | QUSOX | QUSIX / QUSOX | |
| Total Expense Ratio | 1.05 | 1.42 | 74% |
| Annual Report Gross Expense Ratio | 1.27 | 1.52 | 84% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 20.282 | 20.040 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 752M | 752M | 100% |
| Annual Yield % from dividends | 2.81 | 2.13 | 132% |
| Returns for 1 year | 13.21 | 12.79 | 103% |
| Returns for 3 years | 43.04 | 41.40 | 104% |
| Returns for 5 years | 74.68 | 71.45 | 105% |
| Returns for 10 years | 63.79 | 58.48 | 109% |
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