QUSIX
Price
$18.46
Change
+$0.14 (+0.76%)
Updated
Jul 3 closing price
Net Assets
761.68M
SFILX
Price
$15.40
Change
+$0.02 (+0.13%)
Updated
Jul 3 closing price
Net Assets
643.24M
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QUSIX vs SFILX

Header iconQUSIX vs SFILX Comparison
Open Charts QUSIX vs SFILXBanner chart's image
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$18.46
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets761.68M
Schwab Fundamental Intl Sm Eq Idx
Price$15.40
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets643.24M
QUSIX vs SFILX Comparison Chart in %
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QUSIX vs. SFILX 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 SFILX is a Buy.

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FUNDAMENTALS
Fundamentals
QUSIX has more cash in the bank: 762M vs. SFILX (643M). SFILX pays higher dividends than QUSIX: SFILX (2.84) vs QUSIX (2.66). QUSIX was incepted earlier than SFILX: QUSIX (17 years) vs SFILX (17 years). QUSIX (1.27) is less costly to investors than SFILX (0.39). SFILX is a more actively managed with annual turnover of: 29.00 vs. QUSIX (21.00). SFILX has a lower initial minimum investment than QUSIX: SFILX (0) vs QUSIX (1000000). SFILX annual gain was more profitable for investors over the last year : 23.51 vs. QUSIX (16.90). QUSIX return over 5 years is better than : 78.11 vs. SFILX (55.31).
QUSIXSFILXQUSIX / SFILX
Total Expense Ratio1.050.39269%
Annual Report Gross Expense Ratio1.270.39326%
Fund Existence17 years17 years-
Gain YTD23.97624.89996%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets762M643M119%
Annual Yield % from dividends2.662.8494%
Returns for 1 year16.9023.5172%
Returns for 3 years53.0543.11123%
Returns for 5 years78.1155.31141%
Returns for 10 years72.9156.03130%
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