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OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
Oakmark International Investor
Price$32.50
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets14.23B
Pear Tree Polaris Foreign Value Ord
Price$28.36
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets1.45B
OAKIX vs QFVOX Comparison Chart in %
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OAKIX vs. QFVOX 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 QFVOX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.2B vs. QFVOX (1.45B). OAKIX pays higher dividends than QFVOX: OAKIX (1.93) vs QFVOX (1.53). 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). OAKIX annual gain was more profitable for investors over the last year : 29.69 vs. QFVOX (26.04). QFVOX return over 5 years is better than : 36.46 vs. OAKIX (31.81).
| 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 | 29.948 | 25.988 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 1.45B | 980% |
| Annual Yield % from dividends | 1.93 | 1.53 | 127% |
| Returns for 1 year | 29.69 | 26.04 | 114% |
| Returns for 3 years | 46.96 | 49.30 | 95% |
| Returns for 5 years | 31.81 | 36.46 | 87% |
| Returns for 10 years | 62.34 | 82.46 | 76% |
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