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BISAX vs OAKEX
BISAX vs OAKEX Comparison
Open Charts BISAX vs OAKEX
Brandes International Small Cap Equity A
Price$22.88
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1B
Oakmark International Small Cap Investor
Price$21.25
Change-$0.12 (-0.56%)
VolumeN/A
Net Assets1.25B
BISAX vs OAKEX Comparison Chart
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BISAX vs. OAKEX commentary
May 23, 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: 1.26B vs. BISAX (1B). BISAX pays higher dividends than OAKEX: BISAX (2.63) vs OAKEX (1.84). 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 : 28.00 vs. OAKEX (6.66). BISAX return over 5 years is better than : 228.68 vs. OAKEX (99.56).
| 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 | 23.851 | 19.787 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 1.26B | 80% |
| Annual Yield % from dividends | 2.63 | 1.84 | 143% |
| Returns for 1 year | 28.00 | 6.66 | 420% |
| Returns for 3 years | 122.90 | 36.51 | 337% |
| Returns for 5 years | 228.68 | 99.56 | 230% |
| Returns for 10 years | 108.01 | 34.19 | 316% |
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