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QUSIX vs YASSX
QUSIX vs YASSX Comparison
Open Charts QUSIX vs YASSX
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$16.74
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets720.7M
AMG Yacktman Special Opportunities I
Price$10.27
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets27.98M
QUSIX vs YASSX Comparison Chart
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QUSIX vs. YASSX commentary
May 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 YASSX is a Buy.
FUNDAMENTALS
Fundamentals
QUSIX has more cash in the bank: 721M vs. YASSX (28M). YASSX pays higher dividends than QUSIX: YASSX (5.67) vs QUSIX (2.97). QUSIX was incepted earlier than YASSX: QUSIX (17 years) vs YASSX (10 years). QUSIX (1.27) is less costly to investors than YASSX (1.19). QUSIX is a more actively managed with annual turnover of: 21.00 vs. YASSX (10.00). YASSX has a lower initial minimum investment than QUSIX: YASSX (100000) vs QUSIX (1000000). QUSIX annual gain was more profitable for investors over the last year : 6.99 vs. YASSX (-0.24). QUSIX return over 5 years is better than : 79.55 vs. YASSX (64.50).
| QUSIX | YASSX | QUSIX / YASSX | |
| Total Expense Ratio | 1.05 | 1.13 | 93% |
| Annual Report Gross Expense Ratio | 1.27 | 1.19 | 107% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 12.492 | 0.883 | 1,414% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 721M | 28M | 2,575% |
| Annual Yield % from dividends | 2.97 | 5.67 | 52% |
| Returns for 1 year | 6.99 | -0.24 | -2,968% |
| Returns for 3 years | 27.88 | -6.13 | -455% |
| Returns for 5 years | 79.55 | 64.50 | 123% |
| Returns for 10 years | 52.20 | N/A | - |
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