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BISAX vs OAKEX
BISAX vs OAKEX Comparison
Open Charts BISAX vs OAKEX
Brandes International Small Cap Equity A
Price$21.17
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets861.89M
Oakmark International Small Cap Investor
Price$19.94
Change+$0.17 (+0.86%)
VolumeN/A
Net Assets1.21B
BISAX vs OAKEX Comparison Chart
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BISAX vs. OAKEX commentary
Apr 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 BISAX is a StrongBuy and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.21B vs. BISAX (862M). BISAX pays higher dividends than OAKEX: BISAX (2.77) vs OAKEX (1.93). BISAX was incepted earlier than OAKEX: BISAX (13 years) vs OAKEX (30 years). OAKEX (1.33) and BISAX (1.32) have similar cost to investors . OAKEX is a more actively managed with annual turnover of: 40.00 vs. BISAX (1.99). OAKEX has a lower initial minimum investment than BISAX: OAKEX (0) vs BISAX (2500). BISAX annual gain was more profitable for investors over the last year : 31.13 vs. OAKEX (7.18). BISAX return over 5 years is better than : 202.72 vs. OAKEX (99.16).
| BISAX | OAKEX | BISAX / OAKEX | |
| Total Expense Ratio | 1.32 | 1.33 | 99% |
| Annual Report Gross Expense Ratio | 1.32 | 1.33 | 99% |
| Fund Existence | 13 years | 30 years | - |
| Gain YTD | 14.494 | 11.771 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 862M | 1.21B | 71% |
| Annual Yield % from dividends | 2.77 | 1.93 | 144% |
| Returns for 1 year | 31.13 | 7.18 | 433% |
| Returns for 3 years | 103.14 | 26.83 | 384% |
| Returns for 5 years | 202.72 | 99.16 | 204% |
| Returns for 10 years | 96.14 | 26.09 | 369% |
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