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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$21.95
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.28B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets666.36M
OAKEX vs QUSIX Comparison Chart in %
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OAKEX vs. QUSIX commentary
Dec 28, 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: 1.29B vs. QUSIX (666M). QUSIX pays higher dividends than OAKEX: QUSIX (2.67) 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 (22.69) and OAKEX (22.56) have marching annual gain over last year. QUSIX (39.22) and OAKEX (37.81) 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 | 18 years | - |
| Gain YTD | 23.038 | 22.364 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 666M | 193% |
| Annual Yield % from dividends | 1.68 | 2.67 | 63% |
| Returns for 1 year | 22.56 | 22.69 | 99% |
| Returns for 3 years | 37.34 | 45.80 | 82% |
| Returns for 5 years | 37.81 | 39.22 | 96% |
| Returns for 10 years | 65.86 | 88.79 | 74% |
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