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MOWIX vs QUSIX
MOWIX vs QUSIX Comparison
Open Charts MOWIX vs QUSIX
Moerus Worldwide Value Institutional
Price$19.42
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets197.95M
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$17.93
Change+$0.11 (+0.62%)
VolumeN/A
Net Assets752.26M
MOWIX vs QUSIX Comparison Chart
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MOWIX vs. QUSIX commentary
Jun 17, 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 MOWIX is a Hold and QUSIX is a Hold.
FUNDAMENTALS
Fundamentals
QUSIX has more cash in the bank: 752M vs. MOWIX (198M). MOWIX pays higher dividends than QUSIX: MOWIX (3.70) vs QUSIX (2.81). MOWIX was incepted earlier than QUSIX: MOWIX (9 years) vs QUSIX (17 years). MOWIX (1.56) is less costly to investors than QUSIX (1.27). MOWIX is a more actively managed with annual turnover of: 46.00 vs. QUSIX (21.00). MOWIX has a lower initial minimum investment than QUSIX: MOWIX (100000) vs QUSIX (1000000). MOWIX annual gain was more profitable for investors over the last year : 27.88 vs. QUSIX (15.02). MOWIX return over 5 years is better than : 181.66 vs. QUSIX (72.57).
| MOWIX | QUSIX | MOWIX / QUSIX | |
| Total Expense Ratio | 1.26 | 1.05 | 120% |
| Annual Report Gross Expense Ratio | 1.56 | 1.27 | 123% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 19.287 | 20.416 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 752M | 26% |
| Annual Yield % from dividends | 3.70 | 2.81 | 131% |
| Returns for 1 year | 27.88 | 15.02 | 186% |
| Returns for 3 years | 88.97 | 44.76 | 199% |
| Returns for 5 years | 181.66 | 72.57 | 250% |
| Returns for 10 years | N/A | 62.70 | - |
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