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OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
Oakmark International Investor
Price$32.34
Change+$0.28 (+0.87%)
VolumeN/A
Net Assets14.38B
Pear Tree Polaris Foreign Value Ord
Price$28.89
Change+$0.17 (+0.59%)
VolumeN/A
Net Assets1.56B
OAKIX vs QFVOX Comparison Chart in %
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OAKIX vs. QFVOX commentary
Nov 14, 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 StrongBuy and QFVOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. QFVOX (1.56B). OAKIX pays higher dividends than QFVOX: OAKIX (1.94) vs QFVOX (1.55). 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: 32.00 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 : 30.76 vs. QFVOX (24.64). QFVOX return over 5 years is better than : 53.80 vs. OAKIX (46.43).
| 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 | 29.308 | 28.343 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 1.56B | 921% |
| Annual Yield % from dividends | 1.94 | 1.55 | 125% |
| Returns for 1 year | 30.76 | 24.64 | 125% |
| Returns for 3 years | 42.53 | 52.21 | 81% |
| Returns for 5 years | 46.43 | 53.80 | 86% |
| Returns for 10 years | 53.46 | 88.14 | 61% |
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