OAKIX
Price
$32.50
Change
+$0.12 (+0.37%)
Updated
Dec 26 closing price
Net Assets
14.23B
QFVIX
Price
$28.18
Change
+$0.07 (+0.25%)
Updated
Dec 26 closing price
Net Assets
1.45B
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OAKIX vs QFVIX

Header iconOAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIXBanner chart's image
Oakmark International Investor
Price$32.50
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets14.23B
Pear Tree Polaris Foreign Value Instl
Price$28.18
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets1.45B
OAKIX vs QFVIX Comparison Chart in %
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OAKIX vs. QFVIX commentary
Dec 27, 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 OAKIX is a Hold and QFVIX is a Hold.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.2B vs. QFVIX (1.45B). OAKIX (1.93) and QFVIX (1.92) have matching dividends . OAKIX was incepted earlier than QFVIX: OAKIX (33 years) vs QFVIX (27 years). QFVIX (1.26) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 51.00 vs. QFVIX (18.00). OAKIX has a lower initial minimum investment than QFVIX: OAKIX (0) vs QFVIX (1000000). OAKIX annual gain was more profitable for investors over the last year : 29.83 vs. QFVIX (25.88). QFVIX return over 5 years is better than : 38.15 vs. OAKIX (31.32).
OAKIXQFVIXOAKIX / QFVIX
Total Expense Ratio1.051.04101%
Annual Report Gross Expense Ratio1.051.2683%
Fund Existence33 years27 years-
Gain YTD29.46825.716115%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.2B1.45B982%
Annual Yield % from dividends1.931.92101%
Returns for 1 year29.8325.88115%
Returns for 3 years47.1850.6693%
Returns for 5 years31.3238.1582%
Returns for 10 years62.6589.1270%
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