Interact to see
Advertisement
Advertisement
QUSIX vs QUSOX
QUSIX vs QUSOX Comparison
Open Charts QUSIX vs QUSOX
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.46
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets761.68M
Pear Tree Polaris Fgn Val Sm Cap Ord
Price$18.52
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets761.68M
QUSIX vs QUSOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
QUSIX vs. QUSOX commentary
Jul 07, 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 (762M) and QUSOX (762M) 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 (21.00) and QUSOX (21.00) have comparable annual turnover. QUSOX has a lower initial minimum investment than QUSIX: QUSOX (2500) vs QUSIX (1000000). QUSIX (16.90) and QUSOX (16.45) have marching annual gain over last year. QUSIX (78.11) and QUSOX (74.80) 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 | 23.976 | 23.714 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 762M | 762M | 100% |
| Annual Yield % from dividends | 2.66 | 2.02 | 132% |
| Returns for 1 year | 16.90 | 16.45 | 103% |
| Returns for 3 years | 53.05 | 51.28 | 103% |
| Returns for 5 years | 78.11 | 74.80 | 104% |
| Returns for 10 years | 72.91 | 67.29 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SAEF | 26.73 | 0.25 | +0.96% |
| Schwab Ariel ESG ETF | |||
| MUU | 23.85 | 0.18 | +0.76% |
| Direxion Daily MU Bull 2X Shares | |||
| HPS | 14.47 | 0.01 | +0.07% |
| John Hancock Preferred Income Fund III | |||
| CGMU | 26.73 | -0.03 | -0.11% |
| Capital Group Municipal Income ETF | |||
| RVNU | 23.90 | -0.07 | -0.30% |
| Xtrackers Municipal Infras Rev Bd ETF | |||