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OANEX vs QUSIX
OANEX vs QUSIX Comparison
Open Charts OANEX vs QUSIX
Oakmark International Small Cap Instl
Price$22.30
Change-$0.09 (-0.40%)
VolumeN/A
Net Assets1.34B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.19
Change-$0.16 (-0.87%)
VolumeN/A
Net Assets677.18M
OANEX vs QUSIX Comparison Chart in %
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OANEX vs. QUSIX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
OANEX has more cash in the bank: 1.34B vs. QUSIX (677M). QUSIX pays higher dividends than OANEX: QUSIX (2.59) vs OANEX (1.88). OANEX was incepted earlier than QUSIX: OANEX (9 years) vs QUSIX (17 years). QUSIX (1.27) is less costly to investors than OANEX (1.08). OANEX is a more actively managed with annual turnover of: 40.00 vs. QUSIX (13.00). OANEX has a lower initial minimum investment than QUSIX: OANEX (250000) vs QUSIX (1000000). QUSIX annual gain was more profitable for investors over the last year : 13.93 vs. OANEX (10.74). OANEX (69.25) and QUSIX (66.56) 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 | 17 years | - |
| Gain YTD | 25.492 | 22.163 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 677M | 198% |
| Annual Yield % from dividends | 1.88 | 2.59 | 73% |
| Returns for 1 year | 10.74 | 13.93 | 77% |
| Returns for 3 years | 65.74 | 64.72 | 102% |
| Returns for 5 years | 69.25 | 66.56 | 104% |
| Returns for 10 years | N/A | 83.28 | - |
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