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OANEX vs QUSIX
OANEX vs QUSIX Comparison
Open Charts OANEX vs QUSIX
Oakmark International Small Cap Instl
Price$22.21
Change+$0.14 (+0.63%)
VolumeN/A
Net Assets1.28B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.29
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets662.58M
OANEX vs QUSIX Comparison Chart in %
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OANEX vs. QUSIX commentary
Dec 04, 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 Buy and QUSIX is a Hold.
FUNDAMENTALS
Fundamentals
OANEX has more cash in the bank: 1.29B vs. QUSIX (663M). 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: 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 : 22.09 vs. OANEX (15.06). OANEX (42.41) and QUSIX (41.96) 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 | 24.817 | 22.968 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 663M | 194% |
| Annual Yield % from dividends | 1.92 | 2.67 | 72% |
| Returns for 1 year | 15.06 | 22.09 | 68% |
| Returns for 3 years | 35.14 | 44.36 | 79% |
| Returns for 5 years | 42.41 | 41.96 | 101% |
| Returns for 10 years | N/A | 85.36 | - |
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