Interact to see
Advertisement
Advertisement
OAKIX vs QFVRX
OAKIX vs QFVRX Comparison
Open Charts OAKIX vs QFVRX
Oakmark International Investor
Price$33.45
Change+$1.55 (+4.86%)
VolumeN/A
Net Assets14.6B
Pear Tree Polaris Foreign Value R6
Price$30.81
Change+$17.57 (+132.70%)
VolumeN/A
Net Assets1.48B
OAKIX vs QFVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. QFVRX 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 QFVRX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. QFVRX (1.48B). QFVRX pays higher dividends than OAKIX: QFVRX (4.14) vs OAKIX (1.80). 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: 51.00 vs. QFVRX (18.00). OAKIX has a lower initial minimum investment than QFVRX: OAKIX (0) vs QFVRX (100000). QFVRX annual gain was more profitable for investors over the last year : 40.92 vs. OAKIX (30.78). QFVRX return over 5 years is better than : 52.01 vs. OAKIX (34.40).
| 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 | 2.923 | 8.754 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 1.48B | 989% |
| Annual Yield % from dividends | 1.80 | 4.14 | 43% |
| Returns for 1 year | 30.78 | 40.92 | 75% |
| Returns for 3 years | 33.96 | 56.73 | 60% |
| Returns for 5 years | 34.40 | 52.01 | 66% |
| Returns for 10 years | 93.99 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HUMN | 32.15 | 0.35 | +1.10% |
| Roundhill Humanoid Robotics ETF | |||
| BSMU | 22.18 | 0.02 | +0.08% |
| Invesco BulletShares 2030 Muncpl Bd ETF | |||
| BAMO | 32.87 | -0.15 | -0.45% |
| Brookstone Opportunities ETF | |||
| CATH | 82.86 | -0.71 | -0.84% |
| Global X S&P 500® Catholic Values ETF | |||
| BPI | 26.20 | -0.54 | -2.02% |
| Grayscale Bitcoin Premium Income ETF | |||