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OAKEX vs QUSIX
OAKEX vs QUSIX Comparison
Open Charts OAKEX vs QUSIX
Oakmark International Small Cap Investor
Price$22.41
Change-$0.10 (-0.44%)
VolumeN/A
Net Assets1.3B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.20
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets668.34M
OAKEX vs QUSIX Comparison Chart in %
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OAKEX vs. QUSIX commentary
Nov 14, 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: 1.3B vs. QUSIX (668M). QUSIX pays higher dividends than OAKEX: QUSIX (2.68) 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: 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 : 19.13 vs. OAKEX (17.11). OAKEX return over 5 years is better than : 56.47 vs. QUSIX (52.79).
| 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 | 26.177 | 22.163 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 668M | 195% |
| Annual Yield % from dividends | 1.68 | 2.68 | 63% |
| Returns for 1 year | 17.11 | 19.13 | 89% |
| Returns for 3 years | 41.02 | 47.50 | 86% |
| Returns for 5 years | 56.47 | 52.79 | 107% |
| Returns for 10 years | 62.40 | 86.51 | 72% |
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