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OAKIX vs QFVRX
OAKIX vs QFVRX Comparison
Open Charts OAKIX vs QFVRX
Oakmark International Investor
Price$32.17
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets14.23B
Pear Tree Polaris Foreign Value R6
Price$13.64
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets1.46B
OAKIX vs QFVRX Comparison Chart in %
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OAKIX vs. QFVRX commentary
Dec 05, 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 QFVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.2B vs. QFVRX (1.46B). QFVRX pays higher dividends than OAKIX: QFVRX (4.13) vs OAKIX (1.93). OAKIX was incepted earlier than QFVRX: OAKIX (33 years) vs QFVRX (9 years). QFVRX (1.11) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. QFVRX (18.00). OAKIX has a lower initial minimum investment than QFVRX: OAKIX (0) vs QFVRX (100000). OAKIX annual gain was more profitable for investors over the last year : 27.21 vs. QFVRX (23.88). QFVRX return over 5 years is better than : 45.05 vs. OAKIX (31.51).
| OAKIX | QFVRX | OAKIX / QFVRX | |
| Total Expense Ratio | 1.05 | 0.94 | 112% |
| Annual Report Gross Expense Ratio | 1.05 | 1.11 | 95% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 28.629 | 29.167 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 1.46B | 973% |
| Annual Yield % from dividends | 1.93 | 4.13 | 47% |
| Returns for 1 year | 27.21 | 23.88 | 114% |
| Returns for 3 years | 37.88 | 51.68 | 73% |
| Returns for 5 years | 31.51 | 45.05 | 70% |
| Returns for 10 years | 51.39 | N/A | - |
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