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OANEX vs QUSIX
OANEX vs QUSIX Comparison
Open Charts OANEX vs QUSIX
Oakmark International Small Cap Instl
Price$21.87
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets1.28B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets666.36M
OANEX vs QUSIX Comparison Chart in %
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OANEX vs. QUSIX 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 OANEX is a Hold and QUSIX is a Hold.
FUNDAMENTALS
Fundamentals
OANEX has more cash in the bank: 1.29B vs. QUSIX (666M). QUSIX pays higher dividends than OANEX: QUSIX (2.67) vs OANEX (1.92). OANEX was incepted earlier than QUSIX: OANEX (9 years) vs QUSIX (18 years). QUSIX (1.27) is less costly to investors than OANEX (1.08). OANEX is a more actively managed with annual turnover of: 37.00 vs. QUSIX (13.00). OANEX has a lower initial minimum investment than QUSIX: OANEX (250000) vs QUSIX (1000000). QUSIX (22.69) and OANEX (22.59) have marching annual gain over last year. QUSIX (39.22) and OANEX (38.77) have equivalent 5 years return.
| OANEX | QUSIX | OANEX / QUSIX | |
| Total Expense Ratio | 1.08 | 1.05 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 1.27 | 85% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 23.073 | 22.364 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 666M | 193% |
| Annual Yield % from dividends | 1.92 | 2.67 | 72% |
| Returns for 1 year | 22.59 | 22.69 | 100% |
| Returns for 3 years | 38.09 | 45.80 | 83% |
| Returns for 5 years | 38.77 | 39.22 | 99% |
| Returns for 10 years | N/A | 88.79 | - |
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