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QUSIX vs QUSOX
QUSIX vs QUSOX Comparison
Open Charts QUSIX vs QUSOX
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.74
Change-$0.11 (-0.58%)
VolumeN/A
Net Assets766.61M
Pear Tree Polaris Fgn Val Sm Cap Ord
Price$18.80
Change-$0.11 (-0.58%)
VolumeN/A
Net Assets766.61M
QUSIX vs QUSOX Comparison Chart in %
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QUSIX vs. QUSOX commentary
Jul 28, 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 QUSIX is a Hold and QUSOX is a Hold.
FUNDAMENTALS
Fundamentals
QUSIX (767M) and QUSOX (767M) have equal amount of cash in the bank . QUSIX pays higher dividends than QUSOX: QUSIX (2.66) vs QUSOX (2.02). QUSIX was incepted earlier than QUSOX: QUSIX (17 years) vs QUSOX (17 years). QUSOX (1.52) is less costly to investors than QUSIX (1.27). QUSIX (13.00) and QUSOX (13.00) have comparable annual turnover. QUSOX has a lower initial minimum investment than QUSIX: QUSOX (2500) vs QUSIX (1000000). QUSIX (17.16) and QUSOX (16.71) have marching annual gain over last year. QUSIX (76.86) and QUSOX (73.57) have equivalent 5 years return.
| QUSIX | QUSOX | QUSIX / QUSOX | |
| Total Expense Ratio | 1.05 | 1.42 | 74% |
| Annual Report Gross Expense Ratio | 1.27 | 1.52 | 84% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 25.856 | 25.584 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 767M | 767M | 100% |
| Annual Yield % from dividends | 2.66 | 2.02 | 132% |
| Returns for 1 year | 17.16 | 16.71 | 103% |
| Returns for 3 years | 50.42 | 48.78 | 103% |
| Returns for 5 years | 76.86 | 73.57 | 104% |
| Returns for 10 years | 76.83 | 71.07 | 108% |
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