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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$18.40
Change-$0.08 (-0.43%)
VolumeN/A
Net Assets717.46M
Pear Tree Polaris Fgn Val Sm Cap Ord
Price$18.45
Change-$0.08 (-0.43%)
VolumeN/A
Net Assets717.46M
QUSIX vs QUSOX Comparison Chart in %
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QUSIX vs. QUSOX commentary
Sep 08, 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 Hold and QUSOX is a Hold.
FUNDAMENTALS
Fundamentals
QUSIX (717M) and QUSOX (717M) have equal amount of cash in the bank . QUSIX pays higher dividends than QUSOX: QUSIX (2.60) vs QUSOX (1.97). 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 (13.00) and QUSOX (13.00) have comparable annual turnover. QUSOX has a lower initial minimum investment than QUSIX: QUSOX (2500) vs QUSIX (1000000). QUSIX (14.14) and QUSOX (13.71) have marching annual gain over last year. QUSIX (69.52) and QUSOX (66.40) 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 | 24.916 | 24.582 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 717M | 717M | 100% |
| Annual Yield % from dividends | 2.60 | 1.97 | 132% |
| Returns for 1 year | 14.14 | 13.71 | 103% |
| Returns for 3 years | 55.61 | 53.96 | 103% |
| Returns for 5 years | 69.52 | 66.40 | 105% |
| Returns for 10 years | 91.33 | 85.19 | 107% |
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