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BISAX vs OAKEX
BISAX vs OAKEX Comparison
Open Charts BISAX vs OAKEX
Brandes International Small Cap Equity A
Price$24.33
Change+$0.23 (+0.95%)
VolumeN/A
Net Assets1.1B
Oakmark International Small Cap Investor
Price$22.21
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets1.33B
BISAX vs OAKEX Comparison Chart
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BISAX vs. OAKEX commentary
Jun 13, 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: 1.33B vs. BISAX (1.1B). BISAX pays higher dividends than OAKEX: BISAX (2.43) vs OAKEX (1.72). 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 : 35.81 vs. OAKEX (14.50). BISAX return over 5 years is better than : 212.09 vs. OAKEX (88.59).
| 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 | 30.341 | 24.496 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 1.33B | 82% |
| Annual Yield % from dividends | 2.43 | 1.72 | 141% |
| Returns for 1 year | 35.81 | 14.50 | 247% |
| Returns for 3 years | 145.14 | 51.86 | 280% |
| Returns for 5 years | 212.09 | 88.59 | 239% |
| Returns for 10 years | 123.45 | 44.07 | 280% |
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