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OANEX vs QUSIX
OANEX vs QUSIX Comparison
Open Charts OANEX vs QUSIX
Oakmark International Small Cap Instl
Price$22.20
Change-$0.31 (-1.38%)
VolumeN/A
Net Assets1.3B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$19.26
Change+$0.75 (+4.05%)
VolumeN/A
Net Assets689.59M
OANEX vs QUSIX Comparison Chart in %
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OANEX vs. QUSIX 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 OANEX is a Buy and QUSIX is a Hold.
FUNDAMENTALS
Fundamentals
OANEX has more cash in the bank: 1.3B vs. QUSIX (690M). QUSIX pays higher dividends than OANEX: QUSIX (2.77) vs OANEX (1.93). 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 annual gain was more profitable for investors over the last year : 32.40 vs. OANEX (23.82). QUSIX return over 5 years is better than : 46.27 vs. OANEX (37.40).
| 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 | 1.695 | 5.361 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 690M | 189% |
| Annual Yield % from dividends | 1.93 | 2.77 | 70% |
| Returns for 1 year | 23.82 | 32.40 | 74% |
| Returns for 3 years | 29.04 | 46.73 | 62% |
| Returns for 5 years | 37.40 | 46.27 | 81% |
| Returns for 10 years | N/A | 122.47 | - |
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