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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$22.34
Change-$0.09 (-0.40%)
VolumeN/A
Net Assets1.34B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.19
Change-$0.16 (-0.87%)
VolumeN/A
Net Assets677.18M
OAKEX vs QUSIX Comparison Chart in %
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OAKEX vs. QUSIX commentary
Oct 18, 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 OAKEX is a Hold and QUSIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.34B vs. QUSIX (677M). QUSIX pays higher dividends than OAKEX: QUSIX (2.59) vs OAKEX (1.65). OAKEX was incepted earlier than QUSIX: OAKEX (30 years) vs QUSIX (17 years). OAKEX (1.33) and QUSIX (1.27) have similar cost to investors . OAKEX is a more actively managed with annual turnover of: 40.00 vs. QUSIX (13.00). OAKEX has a lower initial minimum investment than QUSIX: OAKEX (0) vs QUSIX (1000000). QUSIX annual gain was more profitable for investors over the last year : 13.93 vs. OAKEX (10.47). OAKEX (67.62) and QUSIX (66.56) have equivalent 5 years return.
| OAKEX | QUSIX | OAKEX / QUSIX | |
| Total Expense Ratio | 1.33 | 1.05 | 127% |
| Annual Report Gross Expense Ratio | 1.33 | 1.27 | 105% |
| Fund Existence | 30 years | 17 years | - |
| Gain YTD | 25.224 | 22.163 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 677M | 198% |
| Annual Yield % from dividends | 1.65 | 2.59 | 64% |
| Returns for 1 year | 10.47 | 13.93 | 75% |
| Returns for 3 years | 64.90 | 64.72 | 100% |
| Returns for 5 years | 67.62 | 66.56 | 102% |
| Returns for 10 years | 55.27 | 83.28 | 66% |
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