OAKIX
Price
$32.02
Change
+$0.03 (+0.09%)
Updated
Oct 17 closing price
Net Assets
14.56B
QFVIX
Price
$27.97
Change
-$0.07 (-0.25%)
Updated
Oct 17 closing price
Net Assets
1.56B
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OAKIX vs QFVIX

Header iconOAKIX vs QFVIX Comparison
Open Charts OAKIX vs QFVIXBanner chart's image
Oakmark International Investor
Price$32.02
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets14.56B
Pear Tree Polaris Foreign Value Instl
Price$27.97
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets1.56B
OAKIX vs QFVIX Comparison Chart in %
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OAKIX vs. QFVIX commentary
Oct 19, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. QFVIX (1.57B). QFVIX (1.98) and OAKIX (1.95) 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: 32.00 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 : 20.74 vs. QFVIX (16.53). QFVIX return over 5 years is better than : 69.38 vs. OAKIX (64.92).
OAKIXQFVIXOAKIX / QFVIX
Total Expense Ratio1.051.04101%
Annual Report Gross Expense Ratio1.051.2683%
Fund Existence33 years27 years-
Gain YTD28.02925.089112%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.6B1.57B933%
Annual Yield % from dividends1.951.9899%
Returns for 1 year20.7416.53126%
Returns for 3 years63.1869.4391%
Returns for 5 years64.9269.3894%
Returns for 10 years50.4981.7562%
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