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OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
Oakmark International Investor
Price$33.45
Change+$1.55 (+4.86%)
VolumeN/A
Net Assets14.6B
Pear Tree Polaris Foreign Value Ord
Price$30.95
Change+$2.86 (+10.18%)
VolumeN/A
Net Assets1.48B
OAKIX vs QFVOX Comparison Chart in %
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OAKIX vs. QFVOX 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 QFVOX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. QFVOX (1.48B). QFVOX pays higher dividends than OAKIX: QFVOX (3.76) vs OAKIX (1.80). OAKIX was incepted earlier than QFVOX: OAKIX (33 years) vs QFVOX (28 years). QFVOX (1.51) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 51.00 vs. QFVOX (18.00). OAKIX has a lower initial minimum investment than QFVOX: OAKIX (0) vs QFVOX (2500). QFVOX annual gain was more profitable for investors over the last year : 40.27 vs. OAKIX (30.78). QFVOX return over 5 years is better than : 48.53 vs. OAKIX (34.40).
| OAKIX | QFVOX | OAKIX / QFVOX | |
| Total Expense Ratio | 1.05 | 1.41 | 74% |
| Annual Report Gross Expense Ratio | 1.05 | 1.51 | 70% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 2.923 | 8.673 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 1.48B | 989% |
| Annual Yield % from dividends | 1.80 | 3.76 | 48% |
| Returns for 1 year | 30.78 | 40.27 | 76% |
| Returns for 3 years | 33.96 | 54.50 | 62% |
| Returns for 5 years | 34.40 | 48.53 | 71% |
| Returns for 10 years | 93.99 | 126.39 | 74% |
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