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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$14.97
Change-$0.77 (-4.89%)
VolumeN/A
Net Assets779.95M
Pear Tree Polaris Fgn Val Sm Cap Ord
Price$15.03
Change-$0.77 (-4.87%)
VolumeN/A
Net Assets779.95M
QUSIX vs QUSOX Comparison Chart
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QUSIX vs. QUSOX commentary
Apr 06, 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 (780M) and QUSOX (780M) have equal amount of cash in the bank . QUSIX pays higher dividends than QUSOX: QUSIX (3.12) vs QUSOX (2.36). 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 annual gain was more profitable for investors over the last year : 0.66 vs. QUSOX (0.27). QUSIX (91.77) and QUSOX (88.16) 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 | 5.709 | 5.544 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 780M | 780M | 100% |
| Annual Yield % from dividends | 3.12 | 2.36 | 132% |
| Returns for 1 year | 0.66 | 0.27 | 241% |
| Returns for 3 years | 11.07 | 9.77 | 113% |
| Returns for 5 years | 91.77 | 88.16 | 104% |
| Returns for 10 years | 47.65 | 42.82 | 111% |
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