QUSIX
Price
$18.46
Change
+$0.14 (+0.76%)
Updated
Jul 3 closing price
Net Assets
761.68M
QUSOX
Price
$18.52
Change
+$0.14 (+0.76%)
Updated
Jul 3 closing price
Net Assets
761.68M
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QUSIX vs QUSOX

Header iconQUSIX vs QUSOX Comparison
Open Charts QUSIX vs QUSOXBanner chart's image
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 %
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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.

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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.
QUSIXQUSOXQUSIX / QUSOX
Total Expense Ratio1.051.4274%
Annual Report Gross Expense Ratio1.271.5284%
Fund Existence17 years17 years-
Gain YTD23.97623.714101%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets762M762M100%
Annual Yield % from dividends2.662.02132%
Returns for 1 year16.9016.45103%
Returns for 3 years53.0551.28103%
Returns for 5 years78.1174.80104%
Returns for 10 years72.9167.29108%
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