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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$22.55
Change+$0.27 (+1.21%)
VolumeN/A
Net Assets1.3B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$19.29
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets691.07M
OAKEX vs QUSIX Comparison Chart in %
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OAKEX vs. QUSIX commentary
Feb 05, 2026
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 Buy and QUSIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.3B vs. QUSIX (691M). QUSIX pays higher dividends than OAKEX: QUSIX (2.77) vs OAKEX (1.68). OAKEX was incepted earlier than QUSIX: OAKEX (30 years) vs QUSIX (18 years). OAKEX (1.33) and QUSIX (1.27) have similar cost to investors . OAKEX is a more actively managed with annual turnover of: 37.00 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 : 31.55 vs. OAKEX (24.23). QUSIX return over 5 years is better than : 44.97 vs. OAKEX (36.36).
| 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 | 18 years | - |
| Gain YTD | 2.874 | 5.525 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 691M | 189% |
| Annual Yield % from dividends | 1.68 | 2.77 | 61% |
| Returns for 1 year | 24.23 | 31.55 | 77% |
| Returns for 3 years | 29.67 | 46.95 | 63% |
| Returns for 5 years | 36.36 | 44.97 | 81% |
| Returns for 10 years | 93.58 | 122.81 | 76% |
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