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BISAX vs OAKEX
BISAX vs OAKEX Comparison
Open Charts BISAX vs OAKEX
Brandes International Small Cap Equity A
Price$25.55
Change+$0.15 (+0.59%)
VolumeN/A
Net Assets1.39B
Oakmark International Small Cap Investor
Price$22.69
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.34B
BISAX vs OAKEX Comparison Chart in %
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BISAX vs. OAKEX commentary
Oct 09, 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 Hold and OAKEX is a Buy.
FUNDAMENTALS
Fundamentals
BISAX (1.39B) and OAKEX (1.34B) have equal amount of cash in the bank . BISAX pays higher dividends than OAKEX: BISAX (2.69) vs OAKEX (1.65). BISAX was incepted earlier than OAKEX: BISAX (14 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 : 38.70 vs. OAKEX (11.93). BISAX return over 5 years is better than : 210.14 vs. OAKEX (69.78).
| BISAX | OAKEX | BISAX / OAKEX | |
| Total Expense Ratio | 1.32 | 1.33 | 99% |
| Annual Report Gross Expense Ratio | 1.32 | 1.33 | 99% |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | 40.348 | 27.186 | 148% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.34B | 104% |
| Annual Yield % from dividends | 2.69 | 1.65 | 163% |
| Returns for 1 year | 38.70 | 11.93 | 324% |
| Returns for 3 years | 187.73 | 75.59 | 248% |
| Returns for 5 years | 210.14 | 69.78 | 301% |
| Returns for 10 years | 146.53 | 55.59 | 264% |
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