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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$17.12
Change-$0.13 (-0.75%)
VolumeN/A
Net Assets736.99M
Pear Tree Polaris Fgn Val Sm Cap Ord
Price$17.18
Change-$0.13 (-0.75%)
VolumeN/A
Net Assets736.99M
QUSIX vs QUSOX Comparison Chart
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QUSIX vs. QUSOX commentary
May 24, 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 (737M) and QUSOX (737M) have equal amount of cash in the bank . QUSIX pays higher dividends than QUSOX: QUSIX (2.97) vs QUSOX (2.24). 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 : 7.20 vs. QUSOX (6.81). QUSIX (81.25) and QUSOX (77.94) 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 | 15.850 | 15.631 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 737M | 100% |
| Annual Yield % from dividends | 2.97 | 2.24 | 132% |
| Returns for 1 year | 7.20 | 6.81 | 106% |
| Returns for 3 years | 30.35 | 28.87 | 105% |
| Returns for 5 years | 81.25 | 77.94 | 104% |
| Returns for 10 years | 54.88 | 49.87 | 110% |
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