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BISAX vs OAKEX
BISAX vs OAKEX Comparison
Open Charts BISAX vs OAKEX
Brandes International Small Cap Equity A
Price$24.94
Change+$0.18 (+0.73%)
VolumeN/A
Net Assets1.24B
Oakmark International Small Cap Investor
Price$22.84
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets1.37B
BISAX vs OAKEX Comparison Chart in %
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BISAX vs. OAKEX commentary
Jul 05, 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 Buy and OAKEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.37B vs. BISAX (1.24B). BISAX pays higher dividends than OAKEX: BISAX (2.74) vs OAKEX (1.66). 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 (16.60). 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 : 44.17 vs. OAKEX (20.48). BISAX return over 5 years is better than : 226.19 vs. OAKEX (92.28).
| 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 | 36.662 | 28.027 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 1.37B | 91% |
| Annual Yield % from dividends | 2.74 | 1.66 | 165% |
| Returns for 1 year | 44.17 | 20.48 | 216% |
| Returns for 3 years | 160.29 | 58.46 | 274% |
| Returns for 5 years | 226.19 | 92.28 | 245% |
| Returns for 10 years | 145.70 | 52.65 | 277% |
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