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OAKIX vs QFVIX
OAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIX
Oakmark International Investor
Price$33.45
Change+$1.55 (+4.86%)
VolumeN/A
Net Assets14.6B
Pear Tree Polaris Foreign Value Instl
Price$30.76
Change+$2.77 (+9.90%)
VolumeN/A
Net Assets1.48B
OAKIX vs QFVIX Comparison Chart in %
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OAKIX vs. QFVIX commentary
Feb 04, 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 OAKIX is a StrongBuy and QFVIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. QFVIX (1.48B). QFVIX pays higher dividends than OAKIX: QFVIX (4.09) vs OAKIX (1.80). 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). QFVIX annual gain was more profitable for investors over the last year : 40.76 vs. OAKIX (30.78). QFVIX return over 5 years is better than : 51.34 vs. OAKIX (34.40).
| OAKIX | QFVIX | OAKIX / QFVIX | |
| Total Expense Ratio | 1.05 | 1.04 | 101% |
| Annual Report Gross Expense Ratio | 1.05 | 1.26 | 83% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 2.923 | 8.731 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 1.48B | 989% |
| Annual Yield % from dividends | 1.80 | 4.09 | 44% |
| Returns for 1 year | 30.78 | 40.76 | 75% |
| Returns for 3 years | 33.96 | 56.25 | 60% |
| Returns for 5 years | 34.40 | 51.34 | 67% |
| Returns for 10 years | 93.99 | 134.52 | 70% |
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