QUSIX
Price
$16.22
Change
+$0.12 (+0.75%)
Updated
Apr 28 closing price
Net Assets
697.41M
QUSRX
Price
$11.37
Change
+$0.08 (+0.71%)
Updated
Apr 28 closing price
Net Assets
697.41M
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QUSIX vs QUSRX

Header iconQUSIX vs QUSRX Comparison
Open Charts QUSIX vs QUSRXBanner chart's image
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$16.22
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets697.41M
Pear Tree Polaris Fgn Val Sm Cap R6
Price$11.37
Change+$0.08 (+0.71%)
VolumeN/A
Net Assets697.41M
QUSIX vs QUSRX Comparison Chart
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QUSIX vs. QUSRX commentary
Apr 29, 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 QUSRX is a Buy.

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FUNDAMENTALS
Fundamentals
QUSIX (697M) and QUSRX (697M) have equal amount of cash in the bank . QUSRX pays higher dividends than QUSIX: QUSRX (4.50) vs QUSIX (3.12). QUSIX was incepted earlier than QUSRX: QUSIX (17 years) vs QUSRX (8 years). QUSIX (1.27) is less costly to investors than QUSRX (1.12). QUSIX (21.00) and QUSRX (21.00) have comparable annual turnover. QUSRX has a lower initial minimum investment than QUSIX: QUSRX (100000) vs QUSIX (1000000). QUSRX (5.67) and QUSIX (5.65) have marching annual gain over last year. QUSIX (70.55) and QUSRX (70.05) have equivalent 5 years return.
QUSIXQUSRXQUSIX / QUSRX
Total Expense Ratio1.051.02103%
Annual Report Gross Expense Ratio1.271.12113%
Fund Existence17 years8 years-
Gain YTD8.1268.142100%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets697M697M100%
Annual Yield % from dividends3.124.5069%
Returns for 1 year5.655.67100%
Returns for 3 years20.1920.3499%
Returns for 5 years70.5570.05101%
Returns for 10 years47.56N/A-
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