Interact to see
Advertisement
Advertisement
OAZEX vs QUSIX
OAZEX vs QUSIX Comparison
Open Charts OAZEX vs QUSIX
Oakmark International Small Cap R6
Price$22.46
Change+$0.26 (+1.17%)
VolumeN/A
Net Assets1.3B
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$19.29
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets691.07M
OAZEX vs QUSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
OAZEX has more cash in the bank: 1.3B vs. QUSIX (691M). QUSIX pays higher dividends than OAZEX: QUSIX (2.77) vs OAZEX (1.97). OAZEX was incepted earlier than QUSIX: OAZEX (5 years) vs QUSIX (18 years). QUSIX (1.27) is less costly to investors than OAZEX (1.06). OAZEX is a more actively managed with annual turnover of: 37.00 vs. QUSIX (13.00). OAZEX (1000000) and QUSIX (1000000) have matching initial minimum investment requirements. QUSIX annual gain was more profitable for investors over the last year : 31.55 vs. OAZEX (24.57). QUSIX return over 5 years is better than : 44.97 vs. OAZEX (37.83).
| OAZEX | QUSIX | OAZEX / QUSIX | |
| Total Expense Ratio | 1.06 | 1.05 | 101% |
| Annual Report Gross Expense Ratio | 1.06 | 1.27 | 83% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 2.886 | 5.525 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 691M | 189% |
| Annual Yield % from dividends | 1.97 | 2.77 | 71% |
| Returns for 1 year | 24.57 | 31.55 | 78% |
| Returns for 3 years | 30.74 | 46.95 | 65% |
| Returns for 5 years | 37.83 | 44.97 | 84% |
| Returns for 10 years | N/A | 122.81 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement